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
151
$385K 0.04%
13,964
+570
152
$383K 0.04%
3,354
-472
153
$381K 0.04%
2,400
+200
154
$381K 0.04%
4,548
+4,339
155
$380K 0.04%
9,888
+1,984
156
$380K 0.04%
11,480
+1,412
157
$378K 0.04%
3,767
-41
158
$377K 0.04%
8,499
-9,254
159
$362K 0.04%
1,450
+1,091
160
$353K 0.04%
688
+18
161
$353K 0.04%
5,763
+4
162
$348K 0.04%
1,008
-11
163
$347K 0.04%
8,743
+2,613
164
$343K 0.04%
11,622
+2,961
165
$342K 0.04%
1,114
+225
166
$334K 0.04%
+4,595
167
$333K 0.04%
12,831
168
$328K 0.04%
10,977
+3,425
169
$324K 0.04%
6,661
+2,945
170
$319K 0.04%
4,681
+1,226
171
$316K 0.04%
1,605
+991
172
$316K 0.04%
4,493
-2,325
173
$308K 0.04%
2,447
-209
174
$306K 0.04%
1,776
+77
175
$306K 0.04%
7,148
+4,413
5 6
7
8 9