Voya Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$9.85M |
| 2 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$7.92M |
| 3 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$7.48M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$7.18M |
| 5 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$6.66M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$13.1M |
| 2 |
Invesco Preferred ETF
PGX
|
+$6.08M |
| 3 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$4.19M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$3.73M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$2.68M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 5.08% |
| 2 | Healthcare | 4.85% |
| 3 | Technology | 3.58% |
| 4 | Industrials | 3.37% |
| 5 | Consumer Staples | 3.19% |
Similar funds
Voya Financial Advisors's Q3 2017 Portfolio in Review
As of Q3 2017, Voya Financial Advisors held 561 positions worth $1.5B, up 6.8% from $1.41B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Voya Financial Advisors deployed $52.5M of net new capital in Q3 2017, opening 62 new positions and adding to 256 existing holdings. Its largest new stake was State Street SPDR ICE Preferred Securities ETF: 62,957 shares worth $2.81M.
By sector, the portfolio is most concentrated in Financials at 5.1% of assets, up from 4.9% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $13.1M trimmed.
- Voya Financial Advisors's largest Q3 2017 buy was State Street SPDR ICE Preferred Securities ETF: 62,957 shares worth $2.81M.
- Voya Financial Advisors added most to Vanguard Total Bond Market in Q3 2017, an estimated $9.85M increase.
- Voya Financial Advisors's biggest Q3 2017 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $13.1M.
- Voya Financial Advisors fully exited Reynolds American Inc in Q3 2017, selling an estimated $1.89M.
- Voya Financial Advisors's ten largest holdings make up 30% of its $1.5B portfolio in Q3 2017.
- Voya Financial Advisors opened 62 new positions and closed 38 in Q3 2017.
- Voya Financial Advisors's portfolio value rose 6.8% quarter-over-quarter to $1.5B.
Based on Voya Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.