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
501
$46K 0.01%
200
502
$45K 0.01%
940
+4
503
$45K 0.01%
2,424
504
$45K 0.01%
637
505
$45K 0.01%
300
506
$45K 0.01%
1,388
+227
507
$45K 0.01%
468
+225
508
$44K 0.01%
+2,071
509
$44K 0.01%
469
+47
510
$44K 0.01%
+800
511
$43K ﹤0.01%
1,085
+1
512
$43K ﹤0.01%
1,400
+1,334
513
$43K ﹤0.01%
115
-10
514
$43K ﹤0.01%
1,445
515
$42K ﹤0.01%
700
516
$42K ﹤0.01%
+1,501
517
$42K ﹤0.01%
700
518
$42K ﹤0.01%
790
519
$42K ﹤0.01%
+600
520
$42K ﹤0.01%
4,000
521
$41K ﹤0.01%
697
522
$41K ﹤0.01%
130
-130
523
$41K ﹤0.01%
1,385
524
$41K ﹤0.01%
35
+12
525
$41K ﹤0.01%
420
19 20
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