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
176
$295K 0.03%
1,580
+1,082
177
$294K 0.03%
+15,296
178
$292K 0.03%
3,547
-5,022
179
$285K 0.03%
2,333
+2,328
180
$284K 0.03%
5,268
-2,784
181
$271K 0.03%
5,668
+1,007
182
$269K 0.03%
3,654
+2,797
183
$267K 0.03%
5,066
+4,298
184
$261K 0.03%
4,337
+1,118
185
$259K 0.03%
+8,450
186
$259K 0.03%
11,125
+4,000
187
$257K 0.03%
2,350
-158
188
$257K 0.03%
5,354
+592
189
$256K 0.03%
+9,300
190
$255K 0.03%
1,670
+1,031
191
$250K 0.03%
8,656
+952
192
$245K 0.03%
1,558
+635
193
$245K 0.03%
+46,000
194
$237K 0.03%
3,174
+2,867
195
$235K 0.03%
1,028
+3
196
$235K 0.03%
3,866
+1,042
197
$234K 0.03%
2,000
198
$232K 0.03%
2,227
+1,528
199
$232K 0.03%
4,841
+3,971
200
$231K 0.03%
+4,567
6 7
8
9 10