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
$855M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$7.27M
3
+$6.01M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.73M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.5M

Top Sells

1
+$2.28M
2
+$1.39M
3
+$1.06M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$866K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$737K

Sector Composition

1 Financials 4.37%
2 Healthcare 4.17%
3 Consumer Staples 3.99%
4 Technology 3.4%
5 Industrials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$75K 0.01%
567
402
– –
0
403
$47K 0.01%
53
-3
404
$38K ﹤0.01%
15,200
-16,000
405
$30K ﹤0.01%
15,000
-32,000
406
– –
0
407
– –
-22,310
408
– –
-13,742
409
– –
-4,734
410
– –
-7,016
411
– –
-7,365
412
– –
-9,369
413
– –
-2,137
414
– –
-1,889
415
– –
-4,169
416
– –
-28,342
417
– –
-3,975
418
– –
-15,041
419
– –
-2,054
420
– –
-3,036
421
– –
-4,780
422
– –
-3,550
423
– –
-10,675
424
– –
-895
425
– –
-2,344
14 15 16
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