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
$980M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.92M
3
+$7.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.55M

Top Sells

1
+$14.1M
2
+$7.28M
3
+$2.75M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$2.31M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.77M

Sector Composition

1 Financials 4.45%
2 Healthcare 4.31%
3 Consumer Staples 4.14%
4 Technology 3.57%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.86M 0.19%
28,276
+1,065
102
$1.85M 0.19%
46,160
+7,600
103
$1.82M 0.19%
28,267
+11,277
104
$1.82M 0.19%
25,214
+9,596
105
$1.71M 0.17%
24,487
+3,400
106
$1.71M 0.17%
21,186
+1,052
107
$1.7M 0.17%
15,489
-8,501
108
$1.69M 0.17%
29,605
+10,832
109
$1.69M 0.17%
40,839
+433
110
$1.69M 0.17%
38,984
+8,380
111
$1.66M 0.17%
15,871
+1,856
112
$1.61M 0.16%
41,980
-10,500
113
$1.58M 0.16%
21,202
+2,770
114
$1.56M 0.16%
49,693
-248
115
$1.55M 0.16%
35,022
+16,716
116
$1.53M 0.16%
64,944
+4,404
117
$1.51M 0.15%
28,622
-4,222
118
$1.5M 0.15%
11,436
+1,367
119
$1.47M 0.15%
13,937
+6,261
120
$1.45M 0.15%
23,522
+5,268
121
$1.43M 0.15%
15,234
+4,198
122
$1.39M 0.14%
18,807
+8,829
123
$1.37M 0.14%
15,710
+815
124
$1.35M 0.14%
20,998
-830
125
$1.34M 0.14%
5,541
-1,952
3 4
5
6 7