Voya Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$10.2M |
| 2 |
Vanguard Total Bond Market
BND
|
+$9.64M |
| 3 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$8.58M |
| 4 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$7.96M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$7.78M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$10.3M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$5.35M |
| 3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$5.18M |
| 4 |
iShares MBS ETF
MBB
|
+$3.86M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$3.52M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 4.96% |
| 2 | Financials | 4.94% |
| 3 | Consumer Staples | 3.92% |
| 4 | Technology | 3.53% |
| 5 | Industrials | 3.47% |
Similar funds
Voya Financial Advisors's Q2 2017 Portfolio in Review
As of Q2 2017, Voya Financial Advisors held 529 positions worth $1.41B, up 9.3% from $1.29B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Voya Financial Advisors deployed $93.2M of net new capital in Q2 2017, opening 44 new positions and adding to 307 existing holdings. Its largest new stake was Vanguard Long-Term Bond ETF: 6,903 shares worth $644K.
By sector, the portfolio is most concentrated in Healthcare at 5% of assets, up from 4.9% a quarter earlier, followed by Financials and Consumer Staples.
On the sell side, the largest reduction was State Street SPDR S&P MIDCAP 400 ETF Trust, an estimated $10.3M trimmed.
- Voya Financial Advisors's largest Q2 2017 buy was Vanguard Long-Term Bond ETF: 6,903 shares worth $644K.
- Voya Financial Advisors added most to iShares Core S&P 500 ETF in Q2 2017, an estimated $10.2M increase.
- Voya Financial Advisors's biggest Q2 2017 reduction was State Street SPDR S&P MIDCAP 400 ETF Trust, cutting an estimated $10.3M.
- Voya Financial Advisors fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2017, selling an estimated $5.35M.
- Voya Financial Advisors's ten largest holdings make up 30% of its $1.41B portfolio in Q2 2017.
- Voya Financial Advisors opened 44 new positions and closed 31 in Q2 2017.
- Voya Financial Advisors's portfolio value rose 9.3% quarter-over-quarter to $1.41B.
Based on Voya Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.