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
451
$56K 0.01%
4,881
+1,400
452
$55K 0.01%
620
-10
453
$55K 0.01%
+350
454
$54K 0.01%
9,400
455
$54K 0.01%
2,020
-50
456
$54K 0.01%
756
+537
457
$54K 0.01%
27
+1
458
$53K 0.01%
1,051
-253
459
$53K 0.01%
+1,100
460
$53K 0.01%
3,711
+2,611
461
$53K 0.01%
418
+4
462
$53K 0.01%
337
+50
463
$53K 0.01%
342
-623
464
$52K 0.01%
+600
465
$52K 0.01%
+2,130
466
$52K 0.01%
791
+500
467
$51K 0.01%
1,346
+300
468
$51K 0.01%
1,928
+8
469
$51K 0.01%
2,500
-200
470
$51K 0.01%
809
-1,328
471
$51K 0.01%
+1,820
472
$51K 0.01%
+1,000
473
$50K 0.01%
648
+75
474
$50K 0.01%
1,216
-13
475
$50K 0.01%
2,919
+2,669
17 18
19
20 21