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
1026
$3K ﹤0.01%
165
+115
1027
$3K ﹤0.01%
+50
1028
$3K ﹤0.01%
+97
1029
$3K ﹤0.01%
79
-72
1030
$3K ﹤0.01%
200
1031
$3K ﹤0.01%
20
1032
$3K ﹤0.01%
600
1033
$3K ﹤0.01%
172
1034
$3K ﹤0.01%
83
1035
$3K ﹤0.01%
56
1036
$3K ﹤0.01%
+100
1037
$3K ﹤0.01%
55
+1
1038
$3K ﹤0.01%
136
1039
$3K ﹤0.01%
100
1040
$3K ﹤0.01%
+138
1041
$3K ﹤0.01%
76
+2
1042
$3K ﹤0.01%
154
1043
$3K ﹤0.01%
47
1044
$3K ﹤0.01%
81
1045
$3K ﹤0.01%
100
1046
$3K ﹤0.01%
49
1047
$3K ﹤0.01%
44
1048
$3K ﹤0.01%
134
1049
$3K ﹤0.01%
100
+75
1050
$3K ﹤0.01%
250
40 41
42
43 44