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
601
$31K ﹤0.01%
1,500
+500
602
$30K ﹤0.01%
566
-70
603
$30K ﹤0.01%
294
604
$30K ﹤0.01%
+325
605
$30K ﹤0.01%
670
606
$30K ﹤0.01%
175
+1
607
$30K ﹤0.01%
491
+163
608
$30K ﹤0.01%
395
609
$30K ﹤0.01%
800
610
$30K ﹤0.01%
952
-668
611
$30K ﹤0.01%
415
612
$29K ﹤0.01%
258
+2
613
$29K ﹤0.01%
1,107
+9
614
$29K ﹤0.01%
411
615
$29K ﹤0.01%
1,447
+197
616
$29K ﹤0.01%
+330
617
$29K ﹤0.01%
218
618
$29K ﹤0.01%
701
619
$29K ﹤0.01%
740
+83
620
$28K ﹤0.01%
+832
621
$28K ﹤0.01%
140
622
$28K ﹤0.01%
3,100
623
$28K ﹤0.01%
2,950
624
$28K ﹤0.01%
603
625
$28K ﹤0.01%
610
+2
23 24
25
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