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
976
$5K ﹤0.01%
85
977
$5K ﹤0.01%
126
978
$5K ﹤0.01%
100
979
$5K ﹤0.01%
72
980
$5K ﹤0.01%
72
981
$5K ﹤0.01%
64
+29
982
$5K ﹤0.01%
1,000
983
$5K ﹤0.01%
203
984
$5K ﹤0.01%
+81
985
$5K ﹤0.01%
78
986
$5K ﹤0.01%
+110
987
$5K ﹤0.01%
311
+1
988
$5K ﹤0.01%
+145
989
$5K ﹤0.01%
+292
990
$4K ﹤0.01%
+40
991
$4K ﹤0.01%
240
992
$4K ﹤0.01%
176
993
$4K ﹤0.01%
72
994
$4K ﹤0.01%
200
995
$4K ﹤0.01%
+220
996
$4K ﹤0.01%
113
997
$4K ﹤0.01%
130
998
$4K ﹤0.01%
137
999
$4K ﹤0.01%
+95
1000
$4K ﹤0.01%
500
38 39
40
41 42