VFA
Voya Financial Advisors Portfolio holdings
AUM
$991M
This Quarter Return
-5.62%
1 Year Return
+11.78%
3 Year Return
+36.54%
5 Year Return
+51.86%
10 Year Return
+123.39%
AUM
$875M
AUM Growth
+$875M
(-1.2%)
Cap. Flow
+$41.6M
Cap. Flow
% of AUM
4.75%
Top 10 Holdings %
Top 10 Hldgs %
70.41%
Holding
290
New
28
Increased
128
Reduced
108
Closed
26
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$60.4M |
| 2 |
Vanguard Total Bond Market
BND
|
$10.4M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$8.28M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$7.36M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$7.02M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$58.4M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$5.65M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.4M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.78M |
| 5 |
iShares Global Consumer Staples ETF
KXI
|
$2.21M |
Sector Composition
| 1 | Technology | 5.29% |
| 2 | Healthcare | 4.75% |
| 3 | Financials | 3.01% |
| 4 | Communication Services | 2.54% |
| 5 | Industrials | 2.23% |
