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
$769M
AUM Growth
-$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$699K
2 +$364K
3 +$320K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$312K
5
TFC icon
Truist Financial
TFC
+$298K

Top Sells

1 +$3.32M
2 +$2.89M
3 +$2.68M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.5M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.9M

Sector Composition

1 Healthcare 4.35%
2 Technology 4.09%
3 Financials 3.25%
4 Industrials 2.03%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$796K 0.1%
5,388
-1,728
102
$793K 0.1%
1,736
-42
103
$781K 0.1%
3,618
+357
104
$780K 0.1%
2,912
-376
105
$770K 0.1%
10,929
+3,042
106
$765K 0.1%
2,388
+62
107
$747K 0.1%
2,565
-905
108
$720K 0.09%
4,430
+266
109
$719K 0.09%
6,492
-1,139
110
$716K 0.09%
7,051
-1,073
111
$714K 0.09%
21,669
-911
112
$703K 0.09%
6,481
+949
113
$701K 0.09%
1,707
-585
114
$696K 0.09%
2,028
+463
115
$683K 0.09%
3,219
-547
116
$677K 0.09%
4,932
+158
117
$675K 0.09%
15,933
+1,656
118
$631K 0.08%
2,589
-877
119
$625K 0.08%
13,167
-384
120
$622K 0.08%
2,422
-686
121
$619K 0.08%
3,473
-747
122
$618K 0.08%
12,285
-1,297
123
$616K 0.08%
5,392
-164
124
$605K 0.08%
1,549
-66
125
$604K 0.08%
13,220
-2,566