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
401
$70K 0.01%
1,024
-80
402
$69K 0.01%
10,618
+38
403
$69K 0.01%
599
+72
404
$69K 0.01%
1,530
+1,371
405
$69K 0.01%
1,100
406
$69K 0.01%
2,064
-939
407
$68K 0.01%
4,976
-296
408
$68K 0.01%
1,302
+1,000
409
$68K 0.01%
3,675
410
$67K 0.01%
438
411
$67K 0.01%
1,300
+527
412
$67K 0.01%
1,220
+150
413
$67K 0.01%
1,930
+625
414
$66K 0.01%
3,050
415
$66K 0.01%
2,520
+8
416
$66K 0.01%
1,092
+92
417
$65K 0.01%
+378
418
$64K 0.01%
656
+10
419
$64K 0.01%
1,300
+135
420
$64K 0.01%
1,308
-72
421
$64K 0.01%
3,829
+920
422
$63K 0.01%
+3,043
423
$63K 0.01%
3,005
424
$63K 0.01%
407
+346
425
$63K 0.01%
1,050
-141
15 16
17
18 19