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
$980M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.92M
3
+$7.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.55M

Top Sells

1
+$14.1M
2
+$7.28M
3
+$2.75M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$2.31M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.77M

Sector Composition

1 Financials 4.45%
2 Healthcare 4.31%
3 Consumer Staples 4.14%
4 Technology 3.57%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$398K 0.04%
6,619
-1,812
277
$397K 0.04%
5,704
+276
278
$396K 0.04%
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279
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2,405
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280
$390K 0.04%
2,859
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281
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10,378
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282
$382K 0.04%
38,220
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283
$380K 0.04%
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284
$379K 0.04%
12,825
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285
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11,010
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286
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287
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5,832
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288
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289
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14,910
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290
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292
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293
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12,313
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294
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295
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296
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17,144
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297
$357K 0.04%
4,482
-162
298
$356K 0.04%
3,301
+346
299
$354K 0.04%
5,037
+150
300
$354K 0.04%
7,173
-689
10 11
12
13 14