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
126
$488K 0.06%
+9,776
127
$486K 0.06%
6,196
+80
128
$485K 0.06%
4,535
+3,379
129
$478K 0.05%
3,255
+1,803
130
$477K 0.05%
5,189
+1,803
131
$476K 0.05%
3,235
+145
132
$475K 0.05%
10,337
+3,589
133
$470K 0.05%
10,245
-7,155
134
$466K 0.05%
+7,569
135
$464K 0.05%
22,306
-2,786
136
$463K 0.05%
15,222
+2,904
137
$457K 0.05%
+19,139
138
$453K 0.05%
+1,063
139
$452K 0.05%
11,170
+105
140
$450K 0.05%
11,242
+1,657
141
$444K 0.05%
2,227
+2,121
142
$433K 0.05%
6,772
+562
143
$429K 0.05%
12,144
+1,539
144
$427K 0.05%
8,160
+2,460
145
$423K 0.05%
5,266
+1,457
146
$418K 0.05%
+16,465
147
$411K 0.05%
8,966
+8,443
148
$404K 0.05%
7,534
+3,845
149
$403K 0.05%
4,350
+663
150
$395K 0.05%
37,200
+2,034
4 5
6
7 8