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
776
$18K ﹤0.01%
1,095
777
$18K ﹤0.01%
+708
778
$18K ﹤0.01%
825
+135
779
$18K ﹤0.01%
131
780
$18K ﹤0.01%
1,076
+370
781
$18K ﹤0.01%
2,494
+923
782
$17K ﹤0.01%
679
783
$17K ﹤0.01%
3,649
+1,727
784
$17K ﹤0.01%
291
785
$17K ﹤0.01%
+946
786
$17K ﹤0.01%
431
-411
787
$17K ﹤0.01%
502
788
$17K ﹤0.01%
500
789
$17K ﹤0.01%
100
790
$16K ﹤0.01%
755
791
$16K ﹤0.01%
223
792
$16K ﹤0.01%
500
-13
793
$16K ﹤0.01%
110
+4
794
$16K ﹤0.01%
306
795
$16K ﹤0.01%
340
-24
796
$16K ﹤0.01%
108
+1
797
$16K ﹤0.01%
164
+3
798
$16K ﹤0.01%
174
-16
799
$16K ﹤0.01%
+303
800
$16K ﹤0.01%
215
30 31
32
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