GET api/v2/advisor/holdings?ignoreOrion={ignoreOrion}
Returns a list of holdings for a given advisor.
Request Information
URI Parameters
| Name | Description | Type | Additional information |
|---|---|---|---|
| ignoreOrion |
Optional: Allows endpoint to return all accounts except for Orion accounts. |
boolean |
Default value is False |
Body Parameters
None.
Response Information
Resource Description
List of holding models
AdvisorHoldingsAllResponse| Name | Description | Type | Additional information |
|---|---|---|---|
| TotalLength | integer |
None. |
|
| Records | Collection of AdvisorHoldingModel |
None. |
Response Formats
application/json, text/json
Sample:
{
"TotalLength": 1,
"Records": [
{
"AccountId": 1,
"AccountName": "sample string 2",
"Balance": 3.0,
"CostBasis": 1.0,
"CreatedDate": "2025-01-02T15:50:08.5623393-06:00",
"CUSIP": "sample string 5",
"CUSIPDisplay": "sample string 6",
"Diversifications": "sample string 7",
"HasTaxLots": true,
"HoldingId": 9,
"InstitutionId": 10,
"InstitutionName": "sample string 11",
"Investors": [
{
"InvestorId": 1,
"InvestorName": "sample string 2",
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1
},
{
"InvestorId": 1,
"InvestorName": "sample string 2",
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1
}
],
"IsCusipOverridden": true,
"IsHome": true,
"IsHomeDisplay": "sample string 14",
"Name": "sample string 15",
"PercentOfAccount": 16.0,
"Price": 17.0,
"PrimaryAdvisorId": 1,
"PrimaryAdvisorName": "sample string 18",
"Quantity": 19.0,
"Symbol": "sample string 20",
"UpdatedDate": "2025-01-02T15:50:08.5623393-06:00",
"WealthType": 22
},
{
"AccountId": 1,
"AccountName": "sample string 2",
"Balance": 3.0,
"CostBasis": 1.0,
"CreatedDate": "2025-01-02T15:50:08.5623393-06:00",
"CUSIP": "sample string 5",
"CUSIPDisplay": "sample string 6",
"Diversifications": "sample string 7",
"HasTaxLots": true,
"HoldingId": 9,
"InstitutionId": 10,
"InstitutionName": "sample string 11",
"Investors": [
{
"InvestorId": 1,
"InvestorName": "sample string 2",
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1
},
{
"InvestorId": 1,
"InvestorName": "sample string 2",
"EstateId": 1,
"UserId": 1,
"InvestorHHId": 1
}
],
"IsCusipOverridden": true,
"IsHome": true,
"IsHomeDisplay": "sample string 14",
"Name": "sample string 15",
"PercentOfAccount": 16.0,
"Price": 17.0,
"PrimaryAdvisorId": 1,
"PrimaryAdvisorName": "sample string 18",
"Quantity": 19.0,
"Symbol": "sample string 20",
"UpdatedDate": "2025-01-02T15:50:08.5623393-06:00",
"WealthType": 22
}
]
}
application/xml, text/xml
Sample:
<AdvisorHoldingsAllResponse xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/ExternalAPI.Models.Advisor">
<Records>
<AdvisorHoldingModel>
<AccountId>1</AccountId>
<AccountName>sample string 2</AccountName>
<Balance>3</Balance>
<CUSIP>sample string 5</CUSIP>
<CUSIPDisplay>sample string 6</CUSIPDisplay>
<CostBasis>1</CostBasis>
<CreatedDate>2025-01-02T15:50:08.5623393-06:00</CreatedDate>
<Diversifications>sample string 7</Diversifications>
<HasTaxLots>true</HasTaxLots>
<HoldingId>9</HoldingId>
<InstitutionId>10</InstitutionId>
<InstitutionName>sample string 11</InstitutionName>
<Investors xmlns:d4p1="http://schemas.datacontract.org/2004/07/WealthAccessDataModels.Advisor.Models">
<d4p1:AdvisorSimpleInvestorModel>
<d4p1:EstateId>1</d4p1:EstateId>
<d4p1:InvestorHHId>1</d4p1:InvestorHHId>
<d4p1:InvestorId>1</d4p1:InvestorId>
<d4p1:InvestorName>sample string 2</d4p1:InvestorName>
<d4p1:UserId>1</d4p1:UserId>
</d4p1:AdvisorSimpleInvestorModel>
<d4p1:AdvisorSimpleInvestorModel>
<d4p1:EstateId>1</d4p1:EstateId>
<d4p1:InvestorHHId>1</d4p1:InvestorHHId>
<d4p1:InvestorId>1</d4p1:InvestorId>
<d4p1:InvestorName>sample string 2</d4p1:InvestorName>
<d4p1:UserId>1</d4p1:UserId>
</d4p1:AdvisorSimpleInvestorModel>
</Investors>
<IsCusipOverridden>true</IsCusipOverridden>
<IsHome>true</IsHome>
<IsHomeDisplay>sample string 14</IsHomeDisplay>
<Name>sample string 15</Name>
<PercentOfAccount>16</PercentOfAccount>
<Price>17</Price>
<PrimaryAdvisorId>1</PrimaryAdvisorId>
<PrimaryAdvisorName>sample string 18</PrimaryAdvisorName>
<Quantity>19</Quantity>
<Symbol>sample string 20</Symbol>
<UpdatedDate>2025-01-02T15:50:08.5623393-06:00</UpdatedDate>
<WealthType>22</WealthType>
</AdvisorHoldingModel>
<AdvisorHoldingModel>
<AccountId>1</AccountId>
<AccountName>sample string 2</AccountName>
<Balance>3</Balance>
<CUSIP>sample string 5</CUSIP>
<CUSIPDisplay>sample string 6</CUSIPDisplay>
<CostBasis>1</CostBasis>
<CreatedDate>2025-01-02T15:50:08.5623393-06:00</CreatedDate>
<Diversifications>sample string 7</Diversifications>
<HasTaxLots>true</HasTaxLots>
<HoldingId>9</HoldingId>
<InstitutionId>10</InstitutionId>
<InstitutionName>sample string 11</InstitutionName>
<Investors xmlns:d4p1="http://schemas.datacontract.org/2004/07/WealthAccessDataModels.Advisor.Models">
<d4p1:AdvisorSimpleInvestorModel>
<d4p1:EstateId>1</d4p1:EstateId>
<d4p1:InvestorHHId>1</d4p1:InvestorHHId>
<d4p1:InvestorId>1</d4p1:InvestorId>
<d4p1:InvestorName>sample string 2</d4p1:InvestorName>
<d4p1:UserId>1</d4p1:UserId>
</d4p1:AdvisorSimpleInvestorModel>
<d4p1:AdvisorSimpleInvestorModel>
<d4p1:EstateId>1</d4p1:EstateId>
<d4p1:InvestorHHId>1</d4p1:InvestorHHId>
<d4p1:InvestorId>1</d4p1:InvestorId>
<d4p1:InvestorName>sample string 2</d4p1:InvestorName>
<d4p1:UserId>1</d4p1:UserId>
</d4p1:AdvisorSimpleInvestorModel>
</Investors>
<IsCusipOverridden>true</IsCusipOverridden>
<IsHome>true</IsHome>
<IsHomeDisplay>sample string 14</IsHomeDisplay>
<Name>sample string 15</Name>
<PercentOfAccount>16</PercentOfAccount>
<Price>17</Price>
<PrimaryAdvisorId>1</PrimaryAdvisorId>
<PrimaryAdvisorName>sample string 18</PrimaryAdvisorName>
<Quantity>19</Quantity>
<Symbol>sample string 20</Symbol>
<UpdatedDate>2025-01-02T15:50:08.5623393-06:00</UpdatedDate>
<WealthType>22</WealthType>
</AdvisorHoldingModel>
</Records>
<TotalLength>1</TotalLength>
</AdvisorHoldingsAllResponse>