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
326
$306K 0.03%
2,271
+455
327
$304K 0.03%
8,147
+2,683
328
$303K 0.03%
6,538
+1,505
329
$303K 0.03%
8,850
330
$301K 0.03%
3,109
-666
331
$300K 0.03%
4,321
-51
332
$300K 0.03%
+21,159
333
$299K 0.03%
+2,600
334
$299K 0.03%
7,753
-337
335
$299K 0.03%
+1,297
336
$298K 0.03%
+6,772
337
$296K 0.03%
7,018
+2,128
338
$295K 0.03%
2,817
+518
339
$294K 0.03%
+5,567
340
$291K 0.03%
4,509
341
$291K 0.03%
5,284
+404
342
$290K 0.03%
1,318
+163
343
$285K 0.03%
6,764
-330
344
$285K 0.03%
13,915
-268
345
$283K 0.03%
8,880
+284
346
$281K 0.03%
3,198
+541
347
$277K 0.03%
5,356
+325
348
$275K 0.03%
2,909
+220
349
$275K 0.03%
4,143
-382
350
$268K 0.03%
11,898
+244
12 13
14
15 16