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
101
$1.37M 0.19%
27,936
-3,310
102
$1.33M 0.19%
58,032
+18,687
103
$1.33M 0.18%
54,413
+109
104
$1.24M 0.17%
18,010
-1,020
105
$1.21M 0.17%
24,926
+6,798
106
$1.19M 0.17%
+20,300
107
$1.18M 0.16%
14,687
-13,157
108
$1.12M 0.16%
45,865
+4,450
109
$1.11M 0.16%
8,668
+1,027
110
$1.09M 0.15%
14,580
+1,995
111
$1.09M 0.15%
28,320
+2,520
112
$1.08M 0.15%
12,126
+1,337
113
$1.08M 0.15%
13,749
+1,579
114
$1.07M 0.15%
27,093
+4,761
115
$1.06M 0.15%
+31,004
116
$1.06M 0.15%
28,342
-54,842
117
$1.06M 0.15%
7,098
+583
118
$1.05M 0.15%
13,821
+1,635
119
$1.05M 0.15%
12,880
-21,563
120
$1.05M 0.15%
11,941
-1,736
121
$1.04M 0.15%
20,618
+1,443
122
$1.03M 0.14%
77,553
-23,194
123
$1.03M 0.14%
16,186
+1,660
124
$1.02M 0.14%
8,635
-296
125
$1.01M 0.14%
+11,232
3 4
5
6 7