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
$875M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$60.4M
2 +$10.4M
3 +$8.28M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.36M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$7.02M

Top Sells

1 +$58.4M
2 +$5.65M
3 +$5.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.78M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$2.21M

Sector Composition

1 Technology 5.29%
2 Healthcare 4.75%
3 Financials 3.01%
4 Communication Services 2.54%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$889K 0.1%
6,903
+1,426
102
$870K 0.1%
5,260
-1,613
103
$863K 0.1%
7,585
-704
104
$849K 0.1%
18,346
-2,392
105
$837K 0.1%
12,325
+1,872
106
$813K 0.09%
1,722
-154
107
$802K 0.09%
10,814
-222
108
$793K 0.09%
17,315
+1,971
109
$788K 0.09%
2,555
+177
110
$786K 0.09%
6,714
-807
111
$777K 0.09%
6,452
+1,964
112
$767K 0.09%
1,668
-141
113
$760K 0.09%
8,886
+3,427
114
$759K 0.09%
15,565
-7,639
115
$753K 0.09%
6,976
-772
116
$746K 0.09%
5,748
-764
117
$737K 0.08%
4,088
-89
118
$732K 0.08%
12,331
+2,697
119
$715K 0.08%
3,220
+801
120
$712K 0.08%
21,163
+5,662
121
$710K 0.08%
19,400
+3,941
122
$701K 0.08%
13,532
+2,401
123
$697K 0.08%
4,257
-1,556
124
$697K 0.08%
2,649
+982
125
$685K 0.08%
17,722
+6,039