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
576
$33K ﹤0.01%
+1,280
577
$33K ﹤0.01%
600
578
$33K ﹤0.01%
415
+310
579
$33K ﹤0.01%
163
580
$33K ﹤0.01%
1,000
581
$32K ﹤0.01%
840
582
$32K ﹤0.01%
+380
583
$32K ﹤0.01%
1,040
584
$32K ﹤0.01%
750
585
$32K ﹤0.01%
790
586
$32K ﹤0.01%
485
587
$32K ﹤0.01%
3,000
588
$32K ﹤0.01%
493
+3
589
$32K ﹤0.01%
3,387
590
$32K ﹤0.01%
1,513
+3
591
$32K ﹤0.01%
750
+250
592
$32K ﹤0.01%
6,000
593
$32K ﹤0.01%
815
594
$31K ﹤0.01%
437
595
$31K ﹤0.01%
360
596
$31K ﹤0.01%
+756
597
$31K ﹤0.01%
2,500
598
$31K ﹤0.01%
850
-85
599
$31K ﹤0.01%
432
600
$31K ﹤0.01%
420
22 23
24
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