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
$676M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.3M
3
+$11.3M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$10.3M
2
+$9.46M
3
+$8.34M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.59M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.44M

Sector Composition

1 Healthcare 4.59%
2 Financials 4.22%
3 Technology 3.99%
4 Industrials 3.58%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.38%
31,958
+7,503
52
$2.43M 0.36%
22,851
+6,146
53
$2.4M 0.35%
54,658
+1,585
54
$2.39M 0.35%
68,367
+3,500
55
$2.33M 0.34%
23,577
+2,698
56
$2.33M 0.34%
49,255
+8,977
57
$2.26M 0.34%
33,994
+1,515
58
$2.24M 0.33%
57,643
-64,376
59
$2.24M 0.33%
16,783
-236
60
$2.21M 0.33%
21,819
+2,115
61
$2.2M 0.33%
50,576
+2,845
62
$2.07M 0.31%
27,844
-492
63
$2.07M 0.31%
17,321
+88
64
$2.06M 0.31%
12,619
+508
65
$1.96M 0.29%
17,903
+4,258
66
$1.94M 0.29%
15,296
+3,344
67
$1.94M 0.29%
19,260
+4,005
68
$1.91M 0.28%
53,020
+4,748
69
$1.86M 0.27%
20,886
+4,096
70
$1.84M 0.27%
49,456
+7,823
71
$1.82M 0.27%
22,850
+609
72
$1.68M 0.25%
37,067
+1,801
73
$1.67M 0.25%
19,030
+1,814
74
$1.64M 0.24%
12,275
+21
75
$1.62M 0.24%
20,559
-603
1 2
3
4 5