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
901
$9K ﹤0.01%
429
-189
902
$9K ﹤0.01%
775
-225
903
$9K ﹤0.01%
224
904
$9K ﹤0.01%
+335
905
$9K ﹤0.01%
159
+33
906
$9K ﹤0.01%
+379
907
$8K ﹤0.01%
629
908
$8K ﹤0.01%
37
909
$8K ﹤0.01%
+120
910
$8K ﹤0.01%
202
-1,172
911
$8K ﹤0.01%
350
-400
912
$8K ﹤0.01%
96
-67
913
$8K ﹤0.01%
103
914
$8K ﹤0.01%
130
+28
915
$8K ﹤0.01%
142
916
$8K ﹤0.01%
150
917
$8K ﹤0.01%
+100
918
$8K ﹤0.01%
210
919
$8K ﹤0.01%
+110
920
$8K ﹤0.01%
63
+1
921
$8K ﹤0.01%
100
922
$8K ﹤0.01%
+140
923
$8K ﹤0.01%
35
924
$8K ﹤0.01%
398
+326
925
$8K ﹤0.01%
+373
35 36
37
38 39