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
876
$10K ﹤0.01%
153
877
$10K ﹤0.01%
206
-24
878
$10K ﹤0.01%
244
+200
879
$10K ﹤0.01%
+200
880
$10K ﹤0.01%
230
+1
881
$10K ﹤0.01%
+200
882
$10K ﹤0.01%
130
+65
883
$10K ﹤0.01%
1,000
884
$10K ﹤0.01%
108
885
$10K ﹤0.01%
204
886
$10K ﹤0.01%
167
+100
887
$10K ﹤0.01%
150
888
$9K ﹤0.01%
+169
889
$9K ﹤0.01%
+273
890
$9K ﹤0.01%
128
891
$9K ﹤0.01%
+253
892
$9K ﹤0.01%
450
893
$9K ﹤0.01%
+340
894
$9K ﹤0.01%
+453
895
$9K ﹤0.01%
134
896
$9K ﹤0.01%
391
897
$9K ﹤0.01%
431
+100
898
$9K ﹤0.01%
+400
899
$9K ﹤0.01%
357
900
$9K ﹤0.01%
429
-189
34 35
36
37 38