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
326
$97K 0.01%
400
327
$97K 0.01%
1,621
+348
328
$96K 0.01%
3,089
329
$96K 0.01%
1,253
+436
330
$95K 0.01%
3,004
-1,288
331
$94K 0.01%
922
-375
332
$94K 0.01%
1,148
333
$93K 0.01%
2,883
+1,963
334
$93K 0.01%
930
+95
335
$93K 0.01%
3,794
-18
336
$93K 0.01%
3,288
-2
337
$93K 0.01%
2,742
338
$93K 0.01%
1,185
-200
339
$92K 0.01%
291
+127
340
$92K 0.01%
19,000
+15,600
341
$92K 0.01%
3,413
-3
342
$92K 0.01%
7,375
+3,763
343
$92K 0.01%
2,551
344
$91K 0.01%
2,553
+4
345
$91K 0.01%
+1,800
346
$90K 0.01%
4,259
+21
347
$90K 0.01%
2,848
+4
348
$90K 0.01%
5,595
-1,425
349
$90K 0.01%
4,361
+12
350
$90K 0.01%
3,370
12 13
14
15 16