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
676
$25K ﹤0.01%
155
677
$24K ﹤0.01%
229
678
$24K ﹤0.01%
664
679
$24K ﹤0.01%
157
-200
680
$24K ﹤0.01%
4,070
+390
681
$24K ﹤0.01%
+280
682
$24K ﹤0.01%
638
683
$24K ﹤0.01%
+600
684
$24K ﹤0.01%
+500
685
$24K ﹤0.01%
480
686
$24K ﹤0.01%
173
687
$24K ﹤0.01%
142
688
$24K ﹤0.01%
284
689
$24K ﹤0.01%
4,000
690
$24K ﹤0.01%
+2,160
691
$23K ﹤0.01%
+1,072
692
$23K ﹤0.01%
392
+62
693
$23K ﹤0.01%
103
-16
694
$23K ﹤0.01%
192
695
$23K ﹤0.01%
1,001
+45
696
$23K ﹤0.01%
280
697
$23K ﹤0.01%
235
698
$23K ﹤0.01%
446
699
$23K ﹤0.01%
418
+53
700
$23K ﹤0.01%
508
26 27
28
29 30