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
$565M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.5M
3
+$9.88M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.92M

Top Sells

1
+$6.94M
2
+$5.3M
3
+$5.19M
4
VTV icon
Vanguard Value ETF
VTV
+$3.72M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.25M

Sector Composition

1 Healthcare 4.16%
2 Technology 3.84%
3 Financials 3.67%
4 Energy 3.6%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 0.85%
57,945
-1,350
27
$4.69M 0.83%
44,042
-867
28
$4.6M 0.81%
68,987
+4,293
29
$4.38M 0.77%
49,514
-12,444
30
$4.33M 0.77%
107,231
+20,511
31
$4.3M 0.76%
44,048
+1,117
32
$4.18M 0.74%
53,920
+2,309
33
$3.86M 0.68%
96,898
+6,278
34
$3.23M 0.57%
43,201
+1,251
35
$3.17M 0.56%
74,872
-164,028
36
$3.08M 0.55%
462,336
+232,432
37
$3M 0.53%
38,222
-462
38
$2.91M 0.51%
37,153
-2,881
39
$2.87M 0.51%
23,746
+2,034
40
$2.77M 0.49%
28,680
-155
41
$2.75M 0.49%
58,773
+4,913
42
$2.5M 0.44%
56,430
+1,865
43
$2.38M 0.42%
29,967
+4,327
44
$2.3M 0.41%
34,258
+1,042
45
$2.3M 0.41%
21,142
+8,689
46
$2.16M 0.38%
22,567
+474
47
$2.12M 0.38%
27,793
+471
48
$2.04M 0.36%
19,424
+1,426
49
$2.02M 0.36%
+73,980
50
$1.98M 0.35%
14,472
+2,381
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