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
$875M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$10.4M
3
+$8.28M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.36M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$7.02M

Top Sells

1
+$58.4M
2
+$5.65M
3
+$5.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.78M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$2.21M

Sector Composition

1 Technology 5.29%
2 Healthcare 4.75%
3 Financials 3.01%
4 Communication Services 2.54%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 0.32%
51,691
+3,373
27
$2.71M 0.31%
7,568
+605
28
$2.69M 0.31%
11,825
+2,862
29
$2.67M 0.31%
96,480
+22,950
30
$2.59M 0.3%
5,807
+2,080
31
$2.47M 0.28%
1,060
+222
32
$2.44M 0.28%
4,856
+1,275
33
$2.44M 0.28%
10,556
-231
34
$2.38M 0.27%
23,540
+6,513
35
$2.33M 0.27%
24,858
+5,592
36
$2.13M 0.24%
44,752
+11,261
37
$2.13M 0.24%
+21,280
38
$2.11M 0.24%
8,507
-162
39
$2.09M 0.24%
20,580
+9,608
40
$2.09M 0.24%
4,990
-82
41
$2.06M 0.24%
3,589
-237
42
$2.04M 0.23%
39,349
-38,983
43
$1.99M 0.23%
11,939
+1,594
44
$1.97M 0.23%
18,440
+5,986
45
$1.9M 0.22%
10,600
+2,086
46
$1.89M 0.22%
15,071
+633
47
$1.89M 0.22%
8,577
+2,336
48
$1.88M 0.22%
63,012
+2,482
49
$1.79M 0.21%
8,377
-261
50
$1.69M 0.19%
+4,037
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