Voya Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$8.37M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$7.33M |
| 3 |
iShares International Treasury Bond ETF
IGOV
|
+$6.41M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$6.31M |
| 5 |
Vanguard Total Bond Market
BND
|
+$5.98M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$25.9M |
| 2 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$23.8M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.93M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$3.57M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.36M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 5.64% |
| 2 | Healthcare | 4.97% |
| 3 | Consumer Discretionary | 3.79% |
| 4 | Industrials | 3.72% |
| 5 | Technology | 3.64% |
Similar funds
Voya Financial Advisors's Q1 2018 Portfolio in Review
As of Q1 2018, Voya Financial Advisors held 574 positions worth $1.5B, down 3.3% from $1.56B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Voya Financial Advisors's Q1 2018 filing shows 33 new, 273 increased, 226 reduced and 32 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 119,173 shares worth $3.9M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $25.9M.
By sector, the portfolio is most concentrated in Financials at 5.6% of assets, up from 5.5% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Voya Financial Advisors's largest Q1 2018 buy was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 119,173 shares worth $3.9M.
- Voya Financial Advisors added most to Vanguard Morningstar Large-Cap ETF in Q1 2018, an estimated $8.37M increase.
- Voya Financial Advisors's biggest Q1 2018 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $25.9M.
- Voya Financial Advisors fully exited State Street SPDR ICE Preferred Securities ETF in Q1 2018, selling an estimated $3.24M.
- Voya Financial Advisors's ten largest holdings make up 32% of its $1.5B portfolio in Q1 2018.
- Voya Financial Advisors opened 33 new positions and closed 32 in Q1 2018.
- Voya Financial Advisors's portfolio value fell 3.3% quarter-over-quarter to $1.5B.
Based on Voya Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.