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
51
$1.63M 0.19%
151,878
+15,852
52
$1.59M 0.18%
11,778
+8,628
53
$1.58M 0.18%
28,020
+27,620
54
$1.51M 0.17%
21,215
+11,714
55
$1.45M 0.17%
16,642
+6,550
56
$1.44M 0.16%
16,791
+4,950
57
$1.39M 0.16%
14,422
+2,478
58
$1.35M 0.15%
46,156
+12,244
59
$1.34M 0.15%
12,651
+11,140
60
$1.27M 0.15%
11,515
+819
61
$1.27M 0.15%
9,116
+4,124
62
$1.27M 0.15%
13,431
+1,500
63
$1.25M 0.14%
15,115
-62
64
$1.25M 0.14%
12,628
-25
65
$1.23M 0.14%
10,276
+2,834
66
$1.2M 0.14%
7,488
+5
67
$1.19M 0.14%
22,490
+8,072
68
$1.17M 0.13%
12,864
+3,040
69
$1.11M 0.13%
9,760
+446
70
$1.11M 0.13%
+22,037
71
$1.08M 0.12%
22,944
+5,534
72
$1.01M 0.12%
5,354
+4,916
73
$1.01M 0.12%
9,507
+1,947
74
$1M 0.11%
21,720
+9,056
75
$978K 0.11%
21,805
+21,413
1 2
3
4 5