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
$885M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.1M
3
+$1.09M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$862K
5
LMT icon
Lockheed Martin
LMT
+$707K

Top Sells

1
+$4.69M
2
+$3.79M
3
+$1.36M
4
NVDA icon
NVIDIA
NVDA
+$1M
5
SBAC icon
SBA Communications
SBAC
+$499K

Sector Composition

1 Technology 5.6%
2 Healthcare 3.96%
3 Financials 3.64%
4 Consumer Discretionary 2.52%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 0.36%
27,230
+3,990
27
$3.02M 0.34%
29,710
+911
28
$2.97M 0.34%
7,269
+457
29
$2.74M 0.31%
15,983
+1,655
30
$2.74M 0.31%
6,193
+642
31
$2.66M 0.3%
69,477
+1,154
32
$2.65M 0.3%
9,841
-24
33
$2.6M 0.29%
12,199
+1,465
34
$2.46M 0.28%
20,983
+663
35
$2.44M 0.28%
30,765
+6,254
36
$2.27M 0.26%
4,671
+232
37
$2.24M 0.25%
15,984
+1,048
38
$2.18M 0.25%
29,663
+6,240
39
$2.15M 0.24%
8,520
+1,563
40
$2.12M 0.24%
36,838
+2,323
41
$2.1M 0.24%
9,254
+152
42
$2.06M 0.23%
3,771
+828
43
$2.03M 0.23%
25,550
+919
44
$1.9M 0.22%
2,457
-44
45
$1.89M 0.21%
7,175
+547
46
$1.88M 0.21%
36,575
+1,098
47
$1.84M 0.21%
8,075
+709
48
$1.8M 0.2%
14,183
+4,959
49
$1.72M 0.19%
16,796
+1,552
50
$1.63M 0.18%
8,797
+218
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2
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