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
$980M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.92M
3
+$7.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.55M

Top Sells

1
+$14.1M
2
+$7.28M
3
+$2.75M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$2.31M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.77M

Sector Composition

1 Financials 4.45%
2 Healthcare 4.31%
3 Consumer Staples 4.14%
4 Technology 3.57%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.4%
68,371
-1,339
52
$3.8M 0.39%
47,344
+13,503
53
$3.66M 0.37%
28,877
+11,336
54
$3.59M 0.37%
82,756
+29,916
55
$3.57M 0.36%
112,979
+54,093
56
$3.54M 0.36%
49,392
+21,107
57
$3.54M 0.36%
84,137
+17,531
58
$3.27M 0.33%
87,766
-827
59
$3.27M 0.33%
46,930
-11,954
60
$3.25M 0.33%
179,233
+3,294
61
$3.21M 0.33%
52,448
-864
62
$3.16M 0.32%
39,073
+5,628
63
$3.08M 0.31%
120,868
+3,059
64
$3.03M 0.31%
28,093
+1,267
65
$2.98M 0.3%
67,059
+18,904
66
$2.95M 0.3%
36,449
+11,199
67
$2.95M 0.3%
71,160
+5,400
68
$2.94M 0.3%
31,979
+1,440
69
$2.89M 0.3%
32,279
+2,857
70
$2.89M 0.29%
23,510
+15,493
71
$2.79M 0.28%
61,780
+84
72
$2.76M 0.28%
18,825
+593
73
$2.76M 0.28%
43,923
+3,697
74
$2.71M 0.28%
37,685
+16,736
75
$2.68M 0.27%
42,148
+12,357
1 2
3
4 5