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
801
$16K ﹤0.01%
909
802
$16K ﹤0.01%
530
803
$16K ﹤0.01%
+534
804
$16K ﹤0.01%
106
805
$16K ﹤0.01%
320
806
$16K ﹤0.01%
80
807
$16K ﹤0.01%
670
808
$15K ﹤0.01%
600
809
$15K ﹤0.01%
1,470
810
$15K ﹤0.01%
+264
811
$15K ﹤0.01%
250
812
$15K ﹤0.01%
135
813
$15K ﹤0.01%
1,000
+500
814
$15K ﹤0.01%
800
815
$15K ﹤0.01%
304
-9
816
$15K ﹤0.01%
+1,170
817
$14K ﹤0.01%
270
-80
818
$14K ﹤0.01%
894
819
$14K ﹤0.01%
800
820
$14K ﹤0.01%
1,409
+9
821
$14K ﹤0.01%
185
822
$14K ﹤0.01%
1,250
+92
823
$14K ﹤0.01%
250
824
$14K ﹤0.01%
1,535
825
$14K ﹤0.01%
102
31 32
33
34 35