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
301
$352K 0.04%
11,186
+2,236
302
$350K 0.04%
2,662
+392
303
$344K 0.04%
+28,952
304
$340K 0.03%
+11,488
305
$340K 0.03%
2,176
-532
306
$333K 0.03%
8,534
-350
307
$331K 0.03%
6,626
+294
308
$330K 0.03%
7,649
+545
309
$329K 0.03%
430
+172
310
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2,649
-42
311
$329K 0.03%
4,710
312
$327K 0.03%
10,998
+897
313
$326K 0.03%
6,686
+260
314
$323K 0.03%
4,332
+37
315
$323K 0.03%
4,410
+261
316
$319K 0.03%
7,275
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317
$317K 0.03%
6,362
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318
$317K 0.03%
4,718
+386
319
$316K 0.03%
6,442
+1,136
320
$316K 0.03%
+6,540
321
$316K 0.03%
+5,240
322
$313K 0.03%
8,723
-334
323
$312K 0.03%
4,692
+560
324
$312K 0.03%
5,916
+1,576
325
$311K 0.03%
9,642
+881
11 12
13
14 15