VFA

Voya Financial Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 10.39%
This Quarter Est. Return
1 Year Est. Return
+10.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
-$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$8.87M
3 +$5.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.83M

Top Sells

1 +$12.9M
2 +$10.3M
3 +$6.45M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.7M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.45M

Sector Composition

1 Healthcare 4.71%
2 Technology 4.18%
3 Financials 3.9%
4 Consumer Staples 3.34%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
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-493
277
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