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
$565M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.5M
3
+$9.88M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.92M

Top Sells

1
+$6.94M
2
+$5.3M
3
+$5.19M
4
VTV icon
Vanguard Value ETF
VTV
+$3.72M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.25M

Sector Composition

1 Healthcare 4.16%
2 Technology 3.84%
3 Financials 3.67%
4 Energy 3.6%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$363K 0.06%
5,280
202
$359K 0.06%
6,400
203
$358K 0.06%
12,113
-1,417
204
$356K 0.06%
14,242
+1,397
205
$354K 0.06%
11,808
+2,534
206
$352K 0.06%
3,363
-297
207
$350K 0.06%
6,735
+918
208
$347K 0.06%
3,017
+198
209
$344K 0.06%
11,196
-1,184
210
$343K 0.06%
20,122
+6,319
211
$339K 0.06%
8,228
+2,042
212
$330K 0.06%
6,126
+228
213
$329K 0.06%
6,070
-92
214
$329K 0.06%
10,202
-307
215
$328K 0.06%
+3,733
216
$326K 0.06%
+3,067
217
$320K 0.06%
+4,814
218
$320K 0.06%
3,500
+167
219
$317K 0.06%
1,854
+66
220
$315K 0.06%
13,827
+4,857
221
$315K 0.06%
3,091
+504
222
$314K 0.06%
4,040
+1,295
223
$314K 0.06%
13,836
+4
224
$313K 0.06%
+8,581
225
$312K 0.06%
4,044
-27
7 8
9
10 11