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
376
$239K 0.02%
+2,003
377
$239K 0.02%
10,808
+272
378
$234K 0.02%
2,941
+304
379
$233K 0.02%
3,272
-68
380
$231K 0.02%
6,872
-690
381
$231K 0.02%
+7,760
382
$230K 0.02%
3,344
+87
383
$229K 0.02%
14,818
384
$229K 0.02%
+1,741
385
$228K 0.02%
+9,107
386
$227K 0.02%
8,206
+125
387
$227K 0.02%
7,194
-11,577
388
$226K 0.02%
+3,827
389
$226K 0.02%
+10,094
390
$226K 0.02%
+4,348
391
$225K 0.02%
+4,279
392
$224K 0.02%
+1,928
393
$223K 0.02%
+4,368
394
$222K 0.02%
+6,088
395
$221K 0.02%
4,240
396
$221K 0.02%
5,324
-64
397
$220K 0.02%
5,646
-928
398
$217K 0.02%
+2,803
399
$216K 0.02%
7,037
-4,887
400
$216K 0.02%
3,941
+6
14 15
16
17 18