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
301
$109K 0.01%
63
302
$107K 0.01%
1,569
-761
303
$107K 0.01%
+8,185
304
$107K 0.01%
+4,000
305
$106K 0.01%
2,796
+1,918
306
$106K 0.01%
5,592
-1,097
307
$106K 0.01%
1,946
+110
308
$104K 0.01%
1,165
309
$104K 0.01%
1,866
-106
310
$104K 0.01%
+3,429
311
$104K 0.01%
7,330
+3,607
312
$103K 0.01%
981
-391
313
$103K 0.01%
899
-14
314
$103K 0.01%
7,688
+701
315
$102K 0.01%
+4,000
316
$101K 0.01%
+4,000
317
$100K 0.01%
688
-118
318
$100K 0.01%
+1,995
319
$99K 0.01%
4,805
-3
320
$99K 0.01%
1,311
-39
321
$99K 0.01%
3,220
+1,757
322
$99K 0.01%
1,500
+300
323
$98K 0.01%
+1,202
324
$98K 0.01%
+3,837
325
$98K 0.01%
829
+7
11 12
13
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