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
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.17M
3
+$5.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.45M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Top Sells

1
+$9.22M
2
+$3.07M
3
+$1.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.65M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M

Sector Composition

1 Technology 4.17%
2 Healthcare 3.73%
3 Financials 2.65%
4 Consumer Discretionary 1.76%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.17%
13,265
-2,802
52
$1.34M 0.17%
3,055
-346
53
$1.27M 0.16%
18,607
+571
54
$1.26M 0.16%
15,863
-1,008
55
$1.24M 0.15%
12,917
-1,455
56
$1.23M 0.15%
14,824
+3,895
57
$1.19M 0.15%
7,019
-1,107
58
$1.19M 0.15%
6,065
-1,085
59
$1.18M 0.15%
3,468
-300
60
$1.15M 0.14%
12,483
-2,359
61
$1.12M 0.14%
12,338
-2,838
62
$1.11M 0.14%
29,127
-45,567
63
$1.1M 0.14%
3,233
-524
64
$1.08M 0.13%
32,029
+1,345
65
$1.04M 0.13%
16,967
-2,940
66
$1.02M 0.13%
30,079
-140
67
$1.02M 0.13%
10,359
-1,615
68
$991K 0.12%
10,824
-1,199
69
$980K 0.12%
7,653
-31
70
$978K 0.12%
15,811
-1,317
71
$965K 0.12%
18,563
-2,036
72
$951K 0.12%
4,725
-738
73
$932K 0.12%
35,308
-5,578
74
$928K 0.12%
1,648
-406
75
$926K 0.12%
5,635
-845
1 2
3
4 5