Voya Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$33.3M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$31.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$17.1M |
| 4 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$16.2M |
| 5 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$3.84M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares International Treasury Bond ETF
IGOV
|
+$85.2M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$48.4M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$38.5M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$26.2M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$10.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.11% |
| 2 | Healthcare | 6.66% |
| 3 | Financials | 5.58% |
| 4 | Consumer Discretionary | 4.65% |
| 5 | Communication Services | 4.39% |
Similar funds
Voya Financial Advisors's Q2 2020 Portfolio in Review
As of Q2 2020, Voya Financial Advisors held 634 positions worth $1.9B, up 5.4% from $1.81B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Voya Financial Advisors withdrew a net $122M in Q2 2020, closing 38 positions and reducing 269 holdings. Its most notable exit was iShares International Treasury Bond ETF, an estimated $85.2M position sold in full.
By sector, the portfolio is most concentrated in Technology at 8.1% of assets, up from 6.6% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Voya Financial Advisors opened a new position in State Street SPDR ICE Preferred Securities ETF worth $1.57M.
- Voya Financial Advisors's largest Q2 2020 buy was State Street SPDR ICE Preferred Securities ETF: 37,565 shares worth $1.57M.
- Voya Financial Advisors added most to iShares Core S&P Mid-Cap ETF in Q2 2020, an estimated $33.3M increase.
- Voya Financial Advisors's biggest Q2 2020 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $48.4M.
- Voya Financial Advisors fully exited iShares International Treasury Bond ETF in Q2 2020, selling an estimated $85.2M.
- Voya Financial Advisors's ten largest holdings make up 39% of its $1.9B portfolio in Q2 2020.
- Voya Financial Advisors opened 63 new positions and closed 38 in Q2 2020.
- Voya Financial Advisors's portfolio value rose 5.4% quarter-over-quarter to $1.9B.
Based on Voya Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.