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
$718M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.3M
3
+$4.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.52M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.16M

Top Sells

1
+$11.3M
2
+$7.7M
3
+$6.12M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.23M

Sector Composition

1 Financials 4.4%
2 Healthcare 4.22%
3 Technology 3.82%
4 Consumer Staples 3.55%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.35%
58,279
+3,621
52
$2.48M 0.35%
24,203
+2,384
53
$2.47M 0.34%
19,652
-48,659
54
$2.47M 0.34%
24,266
+16,616
55
$2.39M 0.33%
61,246
+3,603
56
$2.38M 0.33%
72,846
+4,479
57
$2.36M 0.33%
162,782
+81,295
58
$2.34M 0.33%
50,248
-328
59
$2.31M 0.32%
16,587
+1,291
60
$2.22M 0.31%
61,313
+11,857
61
$2.2M 0.31%
27,292
+4,442
62
$2.18M 0.3%
16,309
-4,447
63
$2.17M 0.3%
12,246
+9,852
64
$2.12M 0.3%
16,865
-456
65
$2.12M 0.29%
21,445
+559
66
$2.04M 0.28%
56,220
+3,200
67
$2.01M 0.28%
39,322
-9,933
68
$1.94M 0.27%
13,654
+1,379
69
$1.92M 0.27%
35,086
+10,114
70
$1.91M 0.27%
12,745
+126
71
$1.87M 0.26%
22,500
+8,277
72
$1.87M 0.26%
15,941
+3,022
73
$1.83M 0.26%
8,215
+1,326
74
$1.83M 0.25%
32,048
+4,965
75
$1.81M 0.25%
62,264
+9,184
1 2
3
4 5