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
101
$1.12M 0.17%
13,677
-233
102
$1.12M 0.17%
7,641
+383
103
$1.11M 0.16%
21,298
-8,370
104
$1.09M 0.16%
8,931
+1,287
105
$1.08M 0.16%
21,301
+3,367
106
$1.08M 0.16%
21,390
+9,032
107
$1.08M 0.16%
81,487
-81,803
108
$1.07M 0.16%
17,541
+5,516
109
$1.02M 0.15%
21,953
+3,976
110
$1.02M 0.15%
+25,800
111
$1.02M 0.15%
29,540
+5,960
112
$1.01M 0.15%
14,526
+1,262
113
$1.01M 0.15%
33,552
-13,984
114
$998K 0.15%
24,821
+4,500
115
$995K 0.15%
18,128
+4,437
116
$988K 0.15%
6,515
+250
117
$972K 0.14%
14,149
+2,867
118
$971K 0.14%
+41,415
119
$961K 0.14%
29,552
+1,784
120
$940K 0.14%
12,170
+1,481
121
$937K 0.14%
12,186
+2,060
122
$935K 0.14%
18,264
+1,885
123
$932K 0.14%
10,789
+3,125
124
$914K 0.14%
23,720
-19,780
125
$912K 0.14%
34,472
+13,547
3 4
5
6 7