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
$676M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.3M
3
+$11.3M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$10.3M
2
+$9.46M
3
+$8.34M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.59M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.44M

Sector Composition

1 Healthcare 4.59%
2 Financials 4.22%
3 Technology 3.99%
4 Industrials 3.58%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.24%
27,083
+7,668
77
$1.58M 0.23%
31,246
+11,429
78
$1.55M 0.23%
53,080
+22,780
79
$1.55M 0.23%
14,562
+2,278
80
$1.52M 0.22%
6,889
+2,046
81
$1.5M 0.22%
24,631
+11,079
82
$1.45M 0.21%
46,594
+5,230
83
$1.43M 0.21%
12,050
+1,410
84
$1.43M 0.21%
14,499
+224
85
$1.43M 0.21%
100,747
+8,534
86
$1.37M 0.2%
17,453
+2,967
87
$1.35M 0.2%
54,304
+944
88
$1.34M 0.2%
24,972
+14,314
89
$1.32M 0.19%
47,800
+1,621
90
$1.31M 0.19%
87,707
+4,331
91
$1.31M 0.19%
12,919
-4,141
92
$1.27M 0.19%
67,489
+49,314
93
$1.27M 0.19%
45,015
+8,935
94
$1.23M 0.18%
14,222
+396
95
$1.19M 0.18%
11,231
+1,657
96
$1.17M 0.17%
16,131
-1,791
97
$1.15M 0.17%
10,104
+2,260
98
$1.14M 0.17%
14,223
-2,747
99
$1.14M 0.17%
14,572
+643
100
$1.13M 0.17%
20,311
+7,447
2 3
4
5 6