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
$718M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.3M
3
+$4.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.52M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.16M

Top Sells

1
+$11.3M
2
+$7.7M
3
+$6.12M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.23M

Sector Composition

1 Financials 4.4%
2 Healthcare 4.22%
3 Technology 3.82%
4 Consumer Staples 3.55%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$763K 0.11%
18,752
+1,528
152
$757K 0.11%
12,203
+5,249
153
$754K 0.11%
+12,631
154
$743K 0.1%
6,208
+2,524
155
$729K 0.1%
6,541
+1,105
156
$724K 0.1%
15,522
+39
157
$711K 0.1%
8,724
+78
158
$705K 0.1%
6,789
+65
159
$704K 0.1%
9,955
+2,630
160
$703K 0.1%
7,048
-1,194
161
$701K 0.1%
10,796
+506
162
$698K 0.1%
13,690
+2,029
163
$681K 0.09%
50,523
+355
164
$669K 0.09%
15,790
-306
165
$666K 0.09%
7,772
+1,319
166
$662K 0.09%
15,041
+440
167
$651K 0.09%
13,098
-66
168
$643K 0.09%
7,568
-2,536
169
$641K 0.09%
15,744
-300
170
$641K 0.09%
13,842
-81
171
$632K 0.09%
5,625
+545
172
$628K 0.09%
51,372
+4,984
173
$626K 0.09%
6,334
-88
174
$618K 0.09%
20,332
+4,600
175
$615K 0.09%
25,194
+1,300
5 6
7
8 9