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
551
$36K ﹤0.01%
439
552
$36K ﹤0.01%
1,084
553
$36K ﹤0.01%
1,250
554
$36K ﹤0.01%
900
555
$36K ﹤0.01%
1,700
556
$36K ﹤0.01%
590
557
$36K ﹤0.01%
960
558
$35K ﹤0.01%
363
559
$35K ﹤0.01%
1,132
560
$35K ﹤0.01%
1,207
+162
561
$35K ﹤0.01%
1,706
+460
562
$35K ﹤0.01%
693
+262
563
$35K ﹤0.01%
411
564
$35K ﹤0.01%
312
+1
565
$34K ﹤0.01%
766
+431
566
$34K ﹤0.01%
580
567
$34K ﹤0.01%
325
568
$34K ﹤0.01%
1,062
+27
569
$34K ﹤0.01%
1,482
-1,300
570
$34K ﹤0.01%
700
571
$34K ﹤0.01%
5,400
572
$34K ﹤0.01%
1,019
-493
573
$34K ﹤0.01%
1,343
+783
574
$34K ﹤0.01%
+540
575
$34K ﹤0.01%
879
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