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
101
$707K 0.08%
4,111
+2,080
102
$706K 0.08%
45,702
103
$701K 0.08%
8,597
+1,130
104
$694K 0.08%
38,378
+11,117
105
$685K 0.08%
32,303
+721
106
$680K 0.08%
27,770
+5,596
107
$670K 0.08%
2,272
+893
108
$666K 0.08%
6,190
+454
109
$638K 0.07%
+5,583
110
$629K 0.07%
11,765
+10,196
111
$624K 0.07%
+18,228
112
$603K 0.07%
3,895
+76
113
$600K 0.07%
5,171
+859
114
$593K 0.07%
18,172
+1,384
115
$575K 0.07%
25,252
+6,715
116
$571K 0.07%
12,060
+3,283
117
$543K 0.06%
10,121
+8,785
118
$539K 0.06%
7,247
+4,237
119
$537K 0.06%
6,144
+2,915
120
$520K 0.06%
13,587
+4,598
121
$517K 0.06%
3,498
+3,472
122
$516K 0.06%
13,595
+12,965
123
$515K 0.06%
2,079
+2,015
124
$498K 0.06%
3,744
+1,366
125
$490K 0.06%
6,045
+216
3 4
5
6 7