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
151
$718K 0.11%
16,096
-234
152
$701K 0.1%
6,724
+58
153
$695K 0.1%
+17,224
154
$693K 0.1%
11,358
+1,543
155
$680K 0.1%
7,008
+1,463
156
$676K 0.1%
16,044
+454
157
$662K 0.1%
7,806
+2,071
158
$661K 0.1%
5,920
+122
159
$657K 0.1%
10,290
+3,930
160
$656K 0.1%
8,646
-4
161
$654K 0.1%
15,630
-2,775
162
$642K 0.1%
15,483
+194
163
$628K 0.09%
17,846
+3,526
164
$626K 0.09%
13,923
+2,465
165
$626K 0.09%
14,420
-1,491
166
$621K 0.09%
8,207
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167
$617K 0.09%
+5,077
168
$610K 0.09%
10,688
-38
169
$610K 0.09%
13,164
+2,973
170
$609K 0.09%
24,270
+3,380
171
$601K 0.09%
+5,436
172
$597K 0.09%
+11,506
173
$588K 0.09%
11,661
-574
174
$586K 0.09%
5,080
+896
175
$584K 0.09%
6,232
+889
5 6
7
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