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
$676M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.3M
3
+$11.3M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$10.3M
2
+$9.46M
3
+$8.34M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.59M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.44M

Sector Composition

1 Healthcare 4.59%
2 Financials 4.22%
3 Technology 3.99%
4 Industrials 3.58%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$237K 0.04%
7,146
+5
302
$237K 0.04%
3,894
+76
303
$237K 0.04%
+1,903
304
$236K 0.03%
+1,153
305
$235K 0.03%
5,173
-699
306
$235K 0.03%
9,134
-56
307
$235K 0.03%
+2,976
308
$234K 0.03%
9,862
+52
309
$233K 0.03%
4,870
+21
310
$233K 0.03%
+6,997
311
$233K 0.03%
+1,735
312
$231K 0.03%
+1,866
313
$229K 0.03%
9,555
+550
314
$229K 0.03%
+6,142
315
$228K 0.03%
+2,135
316
$227K 0.03%
+3,438
317
$226K 0.03%
+2,054
318
$225K 0.03%
2,095
-23
319
$224K 0.03%
+1,128
320
$223K 0.03%
+653
321
$222K 0.03%
+6,460
322
$222K 0.03%
+4,446
323
$221K 0.03%
+3,679
324
$220K 0.03%
+4,215
325
$219K 0.03%
+4,182
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