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
26
$3.46M 0.4%
198,756
+30,864
27
$3.38M 0.39%
25,095
+24,899
28
$3.3M 0.38%
15,538
+50
29
$3.17M 0.36%
47,051
+753
30
$3.09M 0.35%
58,680
+4,820
31
$3.05M 0.35%
11,361
-228
32
$2.88M 0.33%
76,499
+75,699
33
$2.88M 0.33%
28,477
+3,129
34
$2.6M 0.3%
14,977
+3,269
35
$2.6M 0.3%
+101,518
36
$2.52M 0.29%
47,447
-81,331
37
$2.48M 0.28%
92,254
+1,146
38
$2.47M 0.28%
25,067
+23,438
39
$2.39M 0.27%
20,478
+373
40
$2.35M 0.27%
71,313
+3,714
41
$2.32M 0.26%
44,715
+40,289
42
$2.31M 0.26%
32,840
+21,479
43
$2.31M 0.26%
26,611
+25,442
44
$2.28M 0.26%
+83,030
45
$2.19M 0.25%
43,094
+43,039
46
$2.08M 0.24%
20,454
+20,402
47
$1.84M 0.21%
7,942
+7,838
48
$1.79M 0.2%
14,018
+4,094
49
$1.76M 0.2%
48,407
+413
50
$1.72M 0.2%
12,244
+5,392
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