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
926
$8K ﹤0.01%
350
-400
927
$8K ﹤0.01%
2,000
928
$8K ﹤0.01%
+800
929
$8K ﹤0.01%
+300
930
$7K ﹤0.01%
+113
931
$7K ﹤0.01%
3,400
932
$7K ﹤0.01%
91
+1
933
$7K ﹤0.01%
6
934
$7K ﹤0.01%
60
935
$7K ﹤0.01%
230
-103
936
$7K ﹤0.01%
200
937
$7K ﹤0.01%
+120
938
$7K ﹤0.01%
100
939
$7K ﹤0.01%
+236
940
$7K ﹤0.01%
350
941
$7K ﹤0.01%
400
942
$7K ﹤0.01%
84
+30
943
$7K ﹤0.01%
58
944
$7K ﹤0.01%
234
945
$7K ﹤0.01%
112
946
$7K ﹤0.01%
+78
947
$7K ﹤0.01%
672
948
$7K ﹤0.01%
+433
949
$7K ﹤0.01%
+130
950
$7K ﹤0.01%
+140
36 37
38
39 40