Voya Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$50.5M |
| 2 |
iShares International Treasury Bond ETF
IGOV
|
+$37.6M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$36.7M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$36.1M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$7.48M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$22.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$22M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$19.5M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.88M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$5.34M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.57% |
| 2 | Healthcare | 6.32% |
| 3 | Financials | 5.26% |
| 4 | Communication Services | 4.07% |
| 5 | Consumer Discretionary | 3.73% |
Similar funds
Voya Financial Advisors's Q1 2020 Portfolio in Review
As of Q1 2020, Voya Financial Advisors held 665 positions worth $1.81B, down 11% from $2.03B the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Voya Financial Advisors deployed $68.3M of net new capital in Q1 2020, opening 32 new positions and adding to 273 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 Growth ETF: 182,653 shares worth $6.62M.
By sector, the portfolio is most concentrated in Technology at 6.6% of assets, up from 6.2% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was iShares Core S&P Small-Cap ETF, an estimated $22.4M trimmed.
- Voya Financial Advisors's largest Q1 2020 buy was State Street SPDR Portfolio S&P 500 Growth ETF: 182,653 shares worth $6.62M.
- Voya Financial Advisors added most to iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020, an estimated $50.5M increase.
- Voya Financial Advisors's biggest Q1 2020 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $22.4M.
- Voya Financial Advisors fully exited State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020, selling an estimated $4.33M.
- Voya Financial Advisors's ten largest holdings make up 42% of its $1.81B portfolio in Q1 2020.
- Voya Financial Advisors opened 32 new positions and closed 94 in Q1 2020.
- Voya Financial Advisors's portfolio value fell 11% quarter-over-quarter to $1.81B.
Based on Voya Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.