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
701
$23K ﹤0.01%
570
702
$23K ﹤0.01%
464
-99
703
$23K ﹤0.01%
1,000
+600
704
$22K ﹤0.01%
+2,540
705
$22K ﹤0.01%
502
+77
706
$22K ﹤0.01%
270
707
$22K ﹤0.01%
+500
708
$22K ﹤0.01%
854
+115
709
$22K ﹤0.01%
+1,497
710
$22K ﹤0.01%
128
711
$22K ﹤0.01%
1,205
712
$22K ﹤0.01%
720
713
$22K ﹤0.01%
360
714
$22K ﹤0.01%
261
+58
715
$22K ﹤0.01%
549
716
$22K ﹤0.01%
+230
717
$22K ﹤0.01%
782
-1,712
718
$22K ﹤0.01%
1,665
719
$22K ﹤0.01%
+1,170
720
$21K ﹤0.01%
257
721
$21K ﹤0.01%
440
+100
722
$21K ﹤0.01%
543
723
$21K ﹤0.01%
400
724
$21K ﹤0.01%
+225
725
$21K ﹤0.01%
130
27 28
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