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%
114
927
$8K ﹤0.01%
2,000
928
$8K ﹤0.01%
+800
929
$8K ﹤0.01%
+300
930
$7K ﹤0.01%
+120
931
$7K ﹤0.01%
100
932
$7K ﹤0.01%
+236
933
$7K ﹤0.01%
350
934
$7K ﹤0.01%
400
935
$7K ﹤0.01%
84
+30
936
$7K ﹤0.01%
58
937
$7K ﹤0.01%
234
938
$7K ﹤0.01%
112
939
$7K ﹤0.01%
+78
940
$7K ﹤0.01%
+113
941
$7K ﹤0.01%
3,400
942
$7K ﹤0.01%
672
943
$7K ﹤0.01%
+433
944
$7K ﹤0.01%
+130
945
$7K ﹤0.01%
91
+1
946
$7K ﹤0.01%
6
947
$7K ﹤0.01%
60
948
$7K ﹤0.01%
230
-103
949
$7K ﹤0.01%
200
950
$7K ﹤0.01%
+140
36 37
38
39 40