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
826
$14K ﹤0.01%
+945
827
$14K ﹤0.01%
+336
828
$14K ﹤0.01%
+1,000
829
$14K ﹤0.01%
103
830
$14K ﹤0.01%
+680
831
$14K ﹤0.01%
66
832
$14K ﹤0.01%
989
+585
833
$14K ﹤0.01%
525
+420
834
$14K ﹤0.01%
1,095
835
$13K ﹤0.01%
256
836
$13K ﹤0.01%
330
+100
837
$13K ﹤0.01%
+500
838
$13K ﹤0.01%
300
839
$13K ﹤0.01%
1,305
840
$13K ﹤0.01%
205
841
$13K ﹤0.01%
750
842
$13K ﹤0.01%
152
843
$13K ﹤0.01%
+150
844
$13K ﹤0.01%
91
+50
845
$13K ﹤0.01%
101
846
$13K ﹤0.01%
613
847
$12K ﹤0.01%
2,000
848
$12K ﹤0.01%
+170
849
$12K ﹤0.01%
1,393
-697
850
$12K ﹤0.01%
600
32 33
34
35 36