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
201
$230K 0.03%
2,962
+1,632
202
$229K 0.03%
15,376
+14,491
203
$228K 0.03%
3,269
+956
204
$227K 0.03%
2,126
-1
205
$225K 0.03%
1,458
+1,075
206
$223K 0.03%
1,200
+840
207
$222K 0.03%
1,907
+14
208
$220K 0.03%
2,689
+679
209
$218K 0.02%
1,235
+803
210
$218K 0.02%
+6,000
211
$214K 0.02%
953
-41
212
$213K 0.02%
4,523
+1,573
213
$210K 0.02%
10,140
-255
214
$210K 0.02%
+8,290
215
$208K 0.02%
4,412
216
$207K 0.02%
+8,175
217
$205K 0.02%
4,016
+499
218
$205K 0.02%
17,675
+5,025
219
$204K 0.02%
+23,000
220
$203K 0.02%
1,428
+483
221
$199K 0.02%
17,565
+985
222
$192K 0.02%
2,555
+604
223
$191K 0.02%
+7,575
224
$190K 0.02%
3,309
+2,209
225
$189K 0.02%
12,043
+10,243
7 8
9
10 11