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
$769M
AUM Growth
-$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$364K
3
+$320K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$312K
5
TFC icon
Truist Financial
TFC
+$298K

Top Sells

1
+$3.32M
2
+$2.89M
3
+$2.68M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.5M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$1.9M

Sector Composition

1 Healthcare 4.35%
2 Technology 4.09%
3 Financials 3.25%
4 Industrials 2.03%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$247K 0.03%
980
-110
202
$244K 0.03%
2,750
-299
203
$242K 0.03%
3,887
-1,271
204
$241K 0.03%
519
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205
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206
$241K 0.03%
+7,170
207
$241K 0.03%
9,185
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208
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2,403
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209
$238K 0.03%
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210
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211
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212
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213
$233K 0.03%
3,000
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214
$230K 0.03%
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215
$230K 0.03%
3,194
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216
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217
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218
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219
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220
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221
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967
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222
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223
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224
$212K 0.03%
+2,937
225
$211K 0.03%
+3,152
7 8
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