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
Health Care Select Sector SPDR Fund
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 Short 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
-1
205
$241K 0.03%
1,768
-43
206
$241K 0.03%
+7,170
207
$241K 0.03%
9,185
-1,577
208
$239K 0.03%
2,403
-284
209
$238K 0.03%
+3,043
210
$237K 0.03%
3,588
-97
211
$237K 0.03%
1,315
-38
212
$235K 0.03%
+548
213
$233K 0.03%
3,000
-333
214
$230K 0.03%
1,993
-136
215
$230K 0.03%
3,194
-880
216
$225K 0.03%
1,368
-135
217
$224K 0.03%
4,426
-195
218
$222K 0.03%
+5,876
219
$221K 0.03%
+6,309
220
$221K 0.03%
+2,196
221
$219K 0.03%
967
-64
222
$218K 0.03%
2,198
-4
223
$216K 0.03%
2,922
-947
224
$212K 0.03%
+2,937
225
$211K 0.03%
+3,152
7 8
9
10 11