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
1076
$2K ﹤0.01%
+75
1077
$2K ﹤0.01%
290
-89
1078
$2K ﹤0.01%
45
1079
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500
1080
$2K ﹤0.01%
86
+24
1081
$2K ﹤0.01%
200
1082
$2K ﹤0.01%
53
+28
1083
$2K ﹤0.01%
123
+115
1084
$1K ﹤0.01%
11
1085
$1K ﹤0.01%
20
1086
$1K ﹤0.01%
27
1087
$1K ﹤0.01%
26
1088
$1K ﹤0.01%
25
1089
$1K ﹤0.01%
104
1090
– –
0
1091
$1K ﹤0.01%
40
-55
1092
$1K ﹤0.01%
32
-150
1093
$1K ﹤0.01%
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1094
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21
1095
$1K ﹤0.01%
22
1096
$1K ﹤0.01%
250
1097
$1K ﹤0.01%
12
-6
1098
$1K ﹤0.01%
+60
1099
$1K ﹤0.01%
54
+2
1100
$1K ﹤0.01%
+30
42 43
44
45 46