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
651
$26K ﹤0.01%
+317
652
$26K ﹤0.01%
1,419
-336
653
$26K ﹤0.01%
1,251
654
$26K ﹤0.01%
740
655
$26K ﹤0.01%
638
+200
656
$26K ﹤0.01%
1,398
+13
657
$26K ﹤0.01%
597
+8
658
$26K ﹤0.01%
1,874
659
$25K ﹤0.01%
1,728
660
$25K ﹤0.01%
587
661
$25K ﹤0.01%
540
662
$25K ﹤0.01%
+1,500
663
$25K ﹤0.01%
600
664
$25K ﹤0.01%
777
665
$25K ﹤0.01%
510
666
$25K ﹤0.01%
+250
667
$25K ﹤0.01%
508
668
$25K ﹤0.01%
1,660
669
$25K ﹤0.01%
195
670
$25K ﹤0.01%
1,215
671
$25K ﹤0.01%
864
+800
672
$25K ﹤0.01%
208
+41
673
$25K ﹤0.01%
400
674
$25K ﹤0.01%
420
675
$25K ﹤0.01%
373
25 26
27
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