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
326
$219K 0.03%
5,994
-808
327
$217K 0.03%
1,771
-450
328
$216K 0.03%
6,666
-265
329
$215K 0.03%
2,374
-42
330
$215K 0.03%
+2,911
331
$214K 0.03%
+1,443
332
$213K 0.03%
441
+6
333
$212K 0.03%
+3,775
334
$210K 0.03%
+12,720
335
$210K 0.03%
+3,025
336
$208K 0.03%
+6,238
337
$208K 0.03%
+2,891
338
$207K 0.03%
+4,650
339
$206K 0.03%
+7,283
340
$205K 0.03%
7,064
-35,372
341
$204K 0.03%
+3,934
342
$203K 0.03%
8,426
-5
343
$202K 0.03%
+2,553
344
$201K 0.03%
+2,108
345
$197K 0.03%
11,454
-1,125
346
$176K 0.03%
4,706
+829
347
$169K 0.03%
8,243
-575
348
$163K 0.02%
11,982
-7,511
349
$156K 0.02%
+3,487
350
$138K 0.02%
19,668
-2,095
12 13
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