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
$718M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.3M
3
+$4.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.52M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.16M

Top Sells

1
+$11.3M
2
+$7.7M
3
+$6.12M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.23M

Sector Composition

1 Financials 4.4%
2 Healthcare 4.22%
3 Technology 3.82%
4 Consumer Staples 3.55%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.25%
59,780
+30,240
77
$1.78M 0.25%
43,494
+27,864
78
$1.73M 0.24%
15,710
-70,042
79
$1.68M 0.23%
14,677
-3,226
80
$1.68M 0.23%
70,893
+62,650
81
$1.66M 0.23%
16,560
-2,700
82
$1.65M 0.23%
20,515
+4,384
83
$1.64M 0.23%
20,528
-31
84
$1.59M 0.22%
26,448
+1,817
85
$1.58M 0.22%
12,199
+149
86
$1.57M 0.22%
26,725
+6,414
87
$1.56M 0.22%
28,620
+10,020
88
$1.55M 0.22%
13,508
-1,054
89
$1.54M 0.22%
54,086
+7,492
90
$1.53M 0.21%
36,697
-370
91
$1.51M 0.21%
58,397
+45,087
92
$1.49M 0.21%
51,645
+6,630
93
$1.47M 0.2%
24,626
-9,368
94
$1.46M 0.2%
24,200
+2,810
95
$1.45M 0.2%
13,204
+1,973
96
$1.44M 0.2%
50,730
+2,930
97
$1.44M 0.2%
+20,778
98
$1.41M 0.2%
27,792
+6,491
99
$1.39M 0.19%
53,684
+19,212
100
$1.38M 0.19%
13,909
-590
2 3
4
5 6