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
251
$150K 0.02%
2,276
+368
252
$149K 0.02%
10,832
+10,000
253
$148K 0.02%
1,326
254
$148K 0.02%
13,169
+13
255
$147K 0.02%
2,912
+957
256
$147K 0.02%
1,235
+418
257
$146K 0.02%
1,944
-11
258
$146K 0.02%
9,116
+400
259
$146K 0.02%
+5,690
260
$146K 0.02%
+5,753
261
$145K 0.02%
2,001
+283
262
$145K 0.02%
12,414
+9,284
263
$142K 0.02%
1,314
+111
264
$142K 0.02%
1,726
+1,499
265
$142K 0.02%
943
+175
266
$142K 0.02%
+2,644
267
$140K 0.02%
1,340
+557
268
$140K 0.02%
1,528
-300
269
$140K 0.02%
1,074
+7
270
$140K 0.02%
7,800
-4,690
271
$140K 0.02%
905
+165
272
$138K 0.02%
1,800
+1,000
273
$138K 0.02%
2,042
-1
274
$137K 0.02%
1,698
+385
275
$136K 0.02%
3,587
+39
9 10
11
12 13