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
$803M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.17M
3
+$5.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.45M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.99M

Top Sells

1
+$9.22M
2
+$3.07M
3
+$1.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.65M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.09M

Sector Composition

1 Technology 4.17%
2 Healthcare 3.73%
3 Financials 2.65%
4 Consumer Discretionary 1.76%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$578K 0.07%
2,024
-364
127
$571K 0.07%
2,315
-78
128
$571K 0.07%
3,022
+100
129
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130
$566K 0.07%
1,660
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131
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2,935
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132
$560K 0.07%
5,600
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133
$538K 0.07%
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-239
134
$533K 0.07%
7,655
+1,161
135
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1,649
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136
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2,302
-98
137
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11,587
-1,633
138
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139
$513K 0.06%
17,452
-4,217
140
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144
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145
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7,083
-1,100
146
$440K 0.05%
6,940
-130
147
$428K 0.05%
2,354
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148
$420K 0.05%
9,569
-1,979
149
$403K 0.05%
16,912
-2,760
150
$396K 0.05%
8,894
-732
4 5
6
7 8