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
626
$28K ﹤0.01%
250
627
$28K ﹤0.01%
628
628
$28K ﹤0.01%
361
+1
629
$28K ﹤0.01%
2,300
630
$28K ﹤0.01%
1,175
631
$28K ﹤0.01%
993
+676
632
$28K ﹤0.01%
339
+1
633
$28K ﹤0.01%
885
634
$28K ﹤0.01%
730
+2
635
$28K ﹤0.01%
635
636
$28K ﹤0.01%
500
637
$27K ﹤0.01%
234
638
$27K ﹤0.01%
2,573
639
$27K ﹤0.01%
+1,112
640
$27K ﹤0.01%
1,162
-168
641
$27K ﹤0.01%
1,072
642
$27K ﹤0.01%
610
643
$27K ﹤0.01%
600
644
$27K ﹤0.01%
1,038
+3
645
$27K ﹤0.01%
862
-229
646
$27K ﹤0.01%
+2,565
647
$27K ﹤0.01%
898
+307
648
$27K ﹤0.01%
525
649
$27K ﹤0.01%
5,000
650
$27K ﹤0.01%
2,065
24 25
26
27 28