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
$718M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.3M
3
+$4.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.52M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.16M

Top Sells

1
+$11.3M
2
+$7.7M
3
+$6.12M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.23M

Sector Composition

1 Financials 4.4%
2 Healthcare 4.22%
3 Technology 3.82%
4 Consumer Staples 3.55%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.41M 0.89%
157,918
+7,630
27
$5.84M 0.81%
54,803
+4,855
28
$5.57M 0.78%
65,841
-179
29
$5.47M 0.76%
149,423
+11,894
30
$5.46M 0.76%
176,191
+24,435
31
$5.41M 0.75%
824,680
+88,536
32
$5.16M 0.72%
148,906
-18,323
33
$5.09M 0.71%
114,203
+10,916
34
$5.05M 0.7%
61,033
-1,593
35
$4.75M 0.66%
43,029
+763
36
$4.67M 0.65%
42,840
-348
37
$4.35M 0.61%
80,464
+6,716
38
$3.65M 0.51%
38,373
+5,783
39
$3.58M 0.5%
25,163
+8,380
40
$3.48M 0.48%
31,276
-6,253
41
$3.46M 0.48%
232,419
+144,712
42
$3.4M 0.47%
61,755
-3,297
43
$3.26M 0.45%
52,033
+2,894
44
$3.19M 0.44%
154,547
+23,541
45
$3.18M 0.44%
51,348
+161
46
$3.15M 0.44%
52,503
+210
47
$2.98M 0.42%
34,252
+20,030
48
$2.89M 0.4%
31,378
+1,504
49
$2.75M 0.38%
27,775
+4,924
50
$2.69M 0.38%
25,875
+2,298
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