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
426
$62K 0.01%
3,303
427
$62K 0.01%
3,272
+14
428
$62K 0.01%
1,600
429
$61K 0.01%
1,164
+50
430
$61K 0.01%
835
431
$61K 0.01%
441
+90
432
$60K 0.01%
1,333
-35
433
$60K 0.01%
891
-142
434
$60K 0.01%
10,222
+1,779
435
$60K 0.01%
666
+333
436
$60K 0.01%
+306
437
$60K 0.01%
760
-271
438
$60K 0.01%
1,584
-679
439
$59K 0.01%
1,333
-138
440
$59K 0.01%
630
+100
441
$58K 0.01%
229
+204
442
$58K 0.01%
1,100
443
$58K 0.01%
255
+106
444
$58K 0.01%
1,115
445
$58K 0.01%
1,485
+433
446
$57K 0.01%
+665
447
$57K 0.01%
462
+4
448
$57K 0.01%
3,852
+53
449
$56K 0.01%
1,675
450
$56K 0.01%
3,851
+2,000
16 17
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