OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.74B
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$9.11M
3
+$8.95M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.38M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.81M

Top Sells

1
+$4.32M
2
+$871K
3
+$413K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$410K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$380K

Sector Composition

1 Real Estate 50.74%
2 Financials 2.77%
3 Industrials 2.37%
4 Consumer Staples 1.76%
5 Energy 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$187K 0.02%
4,837
+837
227
$186K 0.02%
1,615
+203
228
$185K 0.02%
1,088
+951
229
$180K 0.02%
1,207
+200
230
$179K 0.02%
+1,624
231
$179K 0.02%
4,990
+2,992
232
$176K 0.02%
1,451
+1,311
233
$175K 0.02%
7,510
-585
234
$175K 0.02%
1,175
+10
235
$174K 0.02%
3,000
-500
236
$174K 0.02%
4,564
+3,940
237
$173K 0.02%
3,718
-1,606
238
$171K 0.02%
4,656
-85
239
$166K 0.02%
5,190
+4,460
240
$163K 0.02%
19,179
+17,565
241
$162K 0.02%
1,922
+305
242
$162K 0.02%
5,029
+1,517
243
$161K 0.02%
3,373
+18
244
$161K 0.02%
3,597
+195
245
$158K 0.02%
2,003
-4,822
246
$155K 0.02%
2,997
+2,184
247
$154K 0.02%
3,042
+9
248
$154K 0.02%
4,670
+2,003
249
$153K 0.02%
1,059
+600
250
$152K 0.02%
+1,666
8 9
10
11 12