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
$875M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$60.4M
2 +$10.4M
3 +$8.28M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.36M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$7.02M

Top Sells

1 +$58.4M
2 +$5.65M
3 +$5.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.78M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$2.21M

Sector Composition

1 Technology 5.29%
2 Healthcare 4.75%
3 Financials 3.01%
4 Communication Services 2.54%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.68M 0.19%
10,816
-234
52
$1.67M 0.19%
3,754
-75
53
$1.67M 0.19%
6,319
-123
54
$1.63M 0.19%
24,012
-508
55
$1.61M 0.18%
32,151
+7,548
56
$1.6M 0.18%
9,007
-1,152
57
$1.6M 0.18%
20,509
+2,389
58
$1.59M 0.18%
14,282
+4,672
59
$1.57M 0.18%
14,071
+1,104
60
$1.53M 0.17%
58,518
+20,675
61
$1.49M 0.17%
15,307
-351
62
$1.45M 0.17%
6,761
+124
63
$1.44M 0.16%
6,640
-139
64
$1.44M 0.16%
4,134
-86
65
$1.41M 0.16%
5,892
-3,153
66
$1.38M 0.16%
7,979
-134
67
$1.36M 0.16%
22,889
-454
68
$1.29M 0.15%
9,198
+952
69
$1.28M 0.15%
3,358
+433
70
$1.27M 0.15%
14,328
+3,956
71
$1.24M 0.14%
2,265
-43
72
$1.21M 0.14%
34,080
-1,412
73
$1.2M 0.14%
7,995
-4,360
74
$1.2M 0.14%
14,358
+5,949
75
$1.18M 0.14%
1,985
-150