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
401
$215K 0.02%
+1
402
$214K 0.02%
2,942
+38
403
$214K 0.02%
8,953
-57
404
$213K 0.02%
2,120
-595
405
$213K 0.02%
+11,592
406
$212K 0.02%
+4,013
407
$212K 0.02%
6,465
+13
408
$212K 0.02%
+4,309
409
$209K 0.02%
12,468
-1,397
410
$208K 0.02%
+3,996
411
$208K 0.02%
5,341
-1,069
412
$204K 0.02%
+4,286
413
$204K 0.02%
5,842
-324
414
$204K 0.02%
+4,902
415
$203K 0.02%
4,039
-1,083
416
$202K 0.02%
+1,778
417
$201K 0.02%
2,524
-853
418
$201K 0.02%
+2,114
419
$200K 0.02%
+3,059
420
$196K 0.02%
1,340
+39
421
$195K 0.02%
11,190
-228
422
$152K 0.02%
15,320
+108
423
$147K 0.02%
18,070
-6,847
424
$144K 0.01%
+2,399
425
$99K 0.01%
16,690
+930
14 15 16
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