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
$1.72B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.9M
3
+$9.31M
4
AMZN icon
Amazon
AMZN
+$6.94M
5
MBB icon
iShares MBS ETF
MBB
+$6.16M

Top Sells

1
+$17.2M
2
+$8.42M
3
+$8.37M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.41M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.85M

Sector Composition

1 Financials 6.2%
2 Healthcare 5.61%
3 Technology 5.01%
4 Consumer Discretionary 4.52%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$81K ﹤0.01%
22,962
-1
602
$52K ﹤0.01%
10,428
603
$36K ﹤0.01%
15,611
604
$33K ﹤0.01%
10,180
-1,200
605
$27K ﹤0.01%
15,000
606
$27K ﹤0.01%
1,061
-352
607
$22K ﹤0.01%
1,993
-23
608
$3K ﹤0.01%
10,000
609
– –
-5,099
610
– –
-5,111
611
– –
-9,212
612
– –
-52
613
– –
-2,078
614
– –
-10,411
615
– –
-1,743
616
– –
-111,658
617
– –
-53,958
618
– –
-2,257
619
– –
-12,158
620
– –
-1,498
621
– –
-8,508
622
– –
-3,748
623
– –
-6,302
624
– –
-10,463
625
– –
-11,233
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