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
351
$266K 0.03%
2,184
-56
352
$265K 0.03%
1,708
+5
353
$264K 0.03%
+7,430
354
$263K 0.03%
1,652
+152
355
$262K 0.03%
7,291
-256
356
$260K 0.03%
9,462
+203
357
$260K 0.03%
+7,869
358
$259K 0.03%
3,225
-527
359
$259K 0.03%
1,978
+7
360
$258K 0.03%
5,098
-100
361
$256K 0.03%
+2,141
362
$256K 0.03%
5,410
+400
363
$254K 0.03%
5,266
-27,182
364
$254K 0.03%
6,535
+896
365
$254K 0.03%
+4,468
366
$253K 0.03%
5,530
+165
367
$251K 0.03%
12,040
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368
$250K 0.03%
3,917
+278
369
$250K 0.03%
+5,449
370
$248K 0.03%
6,494
+188
371
$248K 0.03%
13,106
-2,802
372
$246K 0.03%
4,910
373
$245K 0.03%
+5,302
374
$243K 0.02%
7,751
-66
375
$239K 0.02%
3,010
-15
13 14
15
16 17