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
201
$479K 0.07%
7,221
+1,008
202
$473K 0.07%
5,076
+678
203
$473K 0.07%
6,514
-850
204
$472K 0.07%
7,708
-1,940
205
$471K 0.07%
7,216
+3,289
206
$467K 0.07%
26,650
-5,220
207
$466K 0.07%
15,880
-14
208
$463K 0.07%
15,936
+340
209
$458K 0.07%
6,843
+432
210
$458K 0.07%
24,210
+10,855
211
$448K 0.07%
11,745
+3,546
212
$446K 0.07%
15,732
+2,100
213
$444K 0.07%
21,012
-9,182
214
$440K 0.07%
6,954
+936
215
$439K 0.07%
28,120
+2,020
216
$435K 0.06%
+3,684
217
$421K 0.06%
+2,394
218
$420K 0.06%
7,739
+3,456
219
$420K 0.06%
+3,995
220
$408K 0.06%
9,317
+1,736
221
$408K 0.06%
2,929
-197
222
$406K 0.06%
5,510
+1,008
223
$404K 0.06%
7,131
+596
224
$401K 0.06%
3,434
+1,045
225
$396K 0.06%
4,991
7 8
9
10 11