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
$803M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.17M
3
+$5.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.45M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Top Sells

1
+$9.22M
2
+$3.07M
3
+$1.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.65M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M

Sector Composition

1 Technology 4.17%
2 Healthcare 3.73%
3 Financials 2.65%
4 Consumer Discretionary 1.76%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.26%
20,297
-2,374
27
$2.06M 0.26%
15,970
-3,581
28
$2.03M 0.25%
24,692
+8,499
29
$2M 0.25%
53,843
-7,844
30
$1.85M 0.23%
9,542
-1,542
31
$1.82M 0.23%
8,769
-2,139
32
$1.81M 0.23%
35,499
+1,511
33
$1.8M 0.22%
9,247
-947
34
$1.8M 0.22%
16,577
+804
35
$1.8M 0.22%
8,931
-461
36
$1.78M 0.22%
681
-180
37
$1.77M 0.22%
33,737
+5,623
38
$1.76M 0.22%
68,428
-1,959
39
$1.72M 0.21%
9,603
+3,008
40
$1.65M 0.21%
32,810
+134
41
$1.64M 0.2%
5,376
-1,377
42
$1.62M 0.2%
59,000
-5,940
43
$1.56M 0.19%
8,154
-521
44
$1.51M 0.19%
9,822
-1,946
45
$1.51M 0.19%
28,863
+7,266
46
$1.48M 0.18%
27,182
+1,429
47
$1.47M 0.18%
14,037
+7,556
48
$1.46M 0.18%
3,830
+866
49
$1.46M 0.18%
5,229
+2,211
50
$1.39M 0.17%
8,555
+216
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