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
351
$90K 0.01%
2,257
+332
352
$89K 0.01%
848
+346
353
$89K 0.01%
2,424
-37
354
$88K 0.01%
+263
355
$88K 0.01%
8,140
+126
356
$88K 0.01%
1,185
-153
357
$87K 0.01%
2,350
358
$86K 0.01%
2,386
+32
359
$86K 0.01%
5,197
+49
360
$85K 0.01%
1,580
+701
361
$85K 0.01%
803
+7
362
$85K 0.01%
3,650
+1,750
363
$85K 0.01%
+1,295
364
$85K 0.01%
711
365
$85K 0.01%
17,017
+1,000
366
$84K 0.01%
+6,102
367
$84K 0.01%
510
+101
368
$84K 0.01%
+734
369
$84K 0.01%
+1,252
370
$83K 0.01%
+5,466
371
$81K 0.01%
1,666
+802
372
$81K 0.01%
1,740
+12
373
$81K 0.01%
4,852
+4,497
374
$80K 0.01%
1,211
-32
375
$80K 0.01%
1,858
-185
13 14
15
16 17