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
$1.15B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$11.6M
3
+$9.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.91M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.97M

Top Sells

1
+$5.79M
2
+$3.27M
3
+$2.13M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.11M
5
PWB icon
Invesco Large Cap Growth ETF
PWB
+$1.96M

Sector Composition

1 Financials 4.31%
2 Healthcare 4.17%
3 Consumer Staples 4.08%
4 Technology 3.59%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$848K 0.07%
4,896
+940
202
$844K 0.07%
13,512
+3,872
203
$841K 0.07%
11,749
+1,967
204
$829K 0.07%
+24,114
205
$826K 0.07%
14,204
+1,792
206
$814K 0.07%
9,756
+1,302
207
$803K 0.07%
23,439
+2,201
208
$802K 0.07%
11,301
+783
209
$792K 0.07%
18,342
+8,798
210
$791K 0.07%
6,622
+2,097
211
$777K 0.07%
11,788
+1,480
212
$777K 0.07%
14,246
-299
213
$776K 0.07%
13,690
+1,663
214
$730K 0.06%
14,415
+1,105
215
$726K 0.06%
12,529
+3,459
216
$726K 0.06%
4,508
+111
217
$725K 0.06%
9,988
-1,333
218
$722K 0.06%
8,790
+5,849
219
$719K 0.06%
5,967
+600
220
$717K 0.06%
8,898
-759
221
$711K 0.06%
8,311
+1,100
222
$711K 0.06%
14,075
+365
223
$711K 0.06%
15,212
+60
224
$695K 0.06%
14,746
+2,103
225
$686K 0.06%
11,866
+150
7 8
9
10 11