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
1001
$4K ﹤0.01%
89
1002
$4K ﹤0.01%
50
1003
$4K ﹤0.01%
+175
1004
$4K ﹤0.01%
+158
1005
$4K ﹤0.01%
141
1006
$4K ﹤0.01%
92
1007
$4K ﹤0.01%
2,897
1008
$4K ﹤0.01%
170
+1
1009
$4K ﹤0.01%
189
1010
$4K ﹤0.01%
100
1011
$4K ﹤0.01%
+139
1012
$4K ﹤0.01%
150
1013
$4K ﹤0.01%
169
1014
$4K ﹤0.01%
300
1015
$4K ﹤0.01%
200
1016
$4K ﹤0.01%
+31
1017
$4K ﹤0.01%
300
1018
$4K ﹤0.01%
97
1019
$4K ﹤0.01%
+250
1020
$4K ﹤0.01%
106
+22
1021
$4K ﹤0.01%
404
-3,250
1022
$4K ﹤0.01%
+240
1023
$4K ﹤0.01%
200
1024
$3K ﹤0.01%
+100
1025
$3K ﹤0.01%
100
39 40
41
42 43