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
126
$903K 0.13%
18,600
+463
127
$902K 0.13%
+16,540
128
$895K 0.13%
19,175
+2,452
129
$883K 0.13%
22,332
+3,957
130
$871K 0.13%
29,325
+9,933
131
$864K 0.13%
12,585
+442
132
$855K 0.13%
50,168
+2,103
133
$846K 0.13%
21,974
134
$839K 0.12%
17,824
+1,096
135
$835K 0.12%
22,626
-868
136
$827K 0.12%
8,242
+1,420
137
$822K 0.12%
11,805
-393
138
$809K 0.12%
39,345
-14,883
139
$790K 0.12%
6,540
-1,263
140
$780K 0.12%
13,217
+3,373
141
$777K 0.12%
10,291
+2,275
142
$775K 0.11%
6,422
+1,314
143
$774K 0.11%
11,493
+770
144
$772K 0.11%
33,529
-951
145
$764K 0.11%
15,754
+324
146
$764K 0.11%
13,038
+6
147
$763K 0.11%
7,650
-227
148
$751K 0.11%
6,587
-7,837
149
$736K 0.11%
5,689
+682
150
$719K 0.11%
27,305
+4,360
4 5
6
7 8