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
276
$135K 0.02%
2,031
+1,926
277
$132K 0.02%
1,821
+360
278
$132K 0.02%
1,558
279
$132K 0.02%
2,085
+1,185
280
$132K 0.02%
3,510
+1,395
281
$132K 0.02%
2,451
282
$131K 0.02%
3,200
+26
283
$130K 0.01%
2,830
+1
284
$128K 0.01%
3,201
-134
285
$128K 0.01%
1,822
-24
286
$128K 0.01%
17,500
+17,250
287
$127K 0.01%
625
+300
288
$127K 0.01%
1,980
+785
289
$123K 0.01%
9,720
+540
290
$122K 0.01%
+1,152
291
$122K 0.01%
1,354
+929
292
$121K 0.01%
2,115
-4,515
293
$120K 0.01%
4,542
-169
294
$119K 0.01%
1,228
295
$119K 0.01%
6,800
+9
296
$117K 0.01%
1,981
-132
297
$117K 0.01%
1,460
+8
298
$116K 0.01%
1,339
+3
299
$111K 0.01%
+1,492
300
$110K 0.01%
1,190
-19
10 11
12
13 14