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
851
$12K ﹤0.01%
930
852
$12K ﹤0.01%
+350
853
$12K ﹤0.01%
+100
854
$12K ﹤0.01%
247
855
$12K ﹤0.01%
417
856
$12K ﹤0.01%
+1,333
857
$12K ﹤0.01%
471
+7
858
$12K ﹤0.01%
293
+168
859
$12K ﹤0.01%
96
860
$11K ﹤0.01%
203
861
$11K ﹤0.01%
279
+10
862
$11K ﹤0.01%
95
863
$11K ﹤0.01%
147
-833
864
$11K ﹤0.01%
320
865
$11K ﹤0.01%
88
866
$11K ﹤0.01%
100
867
$11K ﹤0.01%
100
868
$11K ﹤0.01%
256
-79
869
$11K ﹤0.01%
+200
870
$11K ﹤0.01%
+156
871
$11K ﹤0.01%
1,000
872
$11K ﹤0.01%
654
+59
873
$10K ﹤0.01%
206
-24
874
$10K ﹤0.01%
108
875
$10K ﹤0.01%
204
33 34
35
36 37