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
951
$7K ﹤0.01%
+1,140
952
$7K ﹤0.01%
300
953
$7K ﹤0.01%
115
954
$6K ﹤0.01%
+250
955
$6K ﹤0.01%
180
+35
956
$6K ﹤0.01%
+124
957
$6K ﹤0.01%
390
958
$6K ﹤0.01%
278
959
$6K ﹤0.01%
300
960
$6K ﹤0.01%
100
-291
961
$6K ﹤0.01%
87
962
$6K ﹤0.01%
+158
963
$6K ﹤0.01%
200
964
$6K ﹤0.01%
300
+200
965
$6K ﹤0.01%
160
+141
966
$6K ﹤0.01%
78
967
$6K ﹤0.01%
+250
968
$6K ﹤0.01%
+100
969
$6K ﹤0.01%
75
970
$5K ﹤0.01%
36
971
$5K ﹤0.01%
+31
972
$5K ﹤0.01%
+64
973
$5K ﹤0.01%
260
-4,740
974
$5K ﹤0.01%
82
+12
975
$5K ﹤0.01%
200
37 38
39
40 41