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
526
$40K ﹤0.01%
706
+420
527
$40K ﹤0.01%
+450
528
$40K ﹤0.01%
404
+104
529
$40K ﹤0.01%
+430
530
$40K ﹤0.01%
1,539
531
$40K ﹤0.01%
+1,000
532
$39K ﹤0.01%
+330
533
$39K ﹤0.01%
646
+247
534
$39K ﹤0.01%
1,763
+1,120
535
$38K ﹤0.01%
215
+5
536
$38K ﹤0.01%
5,702
-470
537
$38K ﹤0.01%
490
+420
538
$38K ﹤0.01%
855
539
$38K ﹤0.01%
570
-215
540
$38K ﹤0.01%
679
+3
541
$38K ﹤0.01%
770
-34
542
$38K ﹤0.01%
972
-117
543
$38K ﹤0.01%
800
544
$37K ﹤0.01%
+1,171
545
$37K ﹤0.01%
672
+289
546
$37K ﹤0.01%
20,000
547
$37K ﹤0.01%
498
+1
548
$37K ﹤0.01%
+811
549
$37K ﹤0.01%
2,481
+827
550
$36K ﹤0.01%
1,250
20 21
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