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
$803M
AUM Growth
-$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.35M
3
+$7.03M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.46M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.56M

Top Sells

1
+$3.52M
2
+$3.17M
3
+$1.41M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.03M
5
MA icon
Mastercard
MA
+$807K

Sector Composition

1 Healthcare 4.78%
2 Technology 4.63%
3 Financials 3.17%
4 Communication Services 2.39%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.19%
4,619
+582
52
$1.53M 0.19%
8,406
-101
53
$1.53M 0.19%
20,013
+7,149
54
$1.48M 0.18%
4,928
-62
55
$1.47M 0.18%
59,140
-3,872
56
$1.44M 0.18%
36,309
+4,158
57
$1.44M 0.18%
22,558
-331
58
$1.43M 0.18%
15,111
-196
59
$1.43M 0.18%
23,743
-269
60
$1.4M 0.17%
6,257
-62
61
$1.39M 0.17%
10,674
-142
62
$1.32M 0.16%
26,000
+3,973
63
$1.26M 0.16%
26,250
+3,336
64
$1.24M 0.15%
3,705
-49
65
$1.24M 0.15%
79,460
-17,020
66
$1.2M 0.15%
19,104
+1,652
67
$1.18M 0.15%
33,621
-459
68
$1.17M 0.15%
13,844
+1,803
69
$1.16M 0.14%
4,083
-51
70
$1.14M 0.14%
6,685
-76
71
$1.13M 0.14%
16,382
+2,024
72
$1.12M 0.14%
6,556
-84
73
$1.12M 0.14%
11,964
+819
74
$1.11M 0.14%
7,830
+830
75
$1.08M 0.13%
17,164
+2,139
1 2
3
4 5