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
$875M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$10.4M
3
+$8.28M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.36M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$7.02M

Top Sells

1
+$58.4M
2
+$5.65M
3
+$5.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.78M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$2.21M

Sector Composition

1 Technology 5.29%
2 Healthcare 4.75%
3 Financials 3.01%
4 Communication Services 2.54%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$325K 0.04%
6,855
+1,617
202
$322K 0.04%
+6,909
203
$321K 0.04%
7,732
+1,446
204
$318K 0.04%
4,064
-40
205
$317K 0.04%
3,818
+836
206
$316K 0.04%
4,723
+702
207
$315K 0.04%
3,035
+805
208
$310K 0.04%
6,611
-1,351
209
$308K 0.04%
4,880
+60
210
$306K 0.04%
3,614
-410
211
$303K 0.03%
+2,540
212
$302K 0.03%
3,333
-1,360
213
$297K 0.03%
+7,300
214
$297K 0.03%
1,811
+145
215
$293K 0.03%
9,393
-157
216
$291K 0.03%
4,324
-1,885
217
$288K 0.03%
+1,700
218
$286K 0.03%
+1,035
219
$281K 0.03%
697
-72
220
$277K 0.03%
1,425
-153
221
$277K 0.03%
1,675
-190
222
$270K 0.03%
5,857
-584
223
$265K 0.03%
1,930
-139
224
$264K 0.03%
6,794
-742
225
$263K 0.03%
2,075
+12
7 8
9
10 11