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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$302K 0.04%
3,753
+2,389
227
$301K 0.04%
8,083
-1,651
228
$300K 0.04%
13,375
+1,250
229
$297K 0.04%
5,787
-24,374
230
$293K 0.04%
6,792
-4,584
231
$293K 0.04%
1,507
+1,236
232
$293K 0.04%
3,610
-1,149
233
$291K 0.04%
5,208
+4,204
234
$291K 0.04%
6,174
235
$289K 0.04%
3,627
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236
$287K 0.04%
5,158
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237
$282K 0.04%
3,827
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238
$274K 0.04%
1,017
+1
239
$271K 0.04%
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240
$271K 0.04%
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241
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242
$268K 0.04%
4,350
243
$266K 0.04%
11,510
-10,123
244
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+4,921
245
$264K 0.04%
3,294
-150
246
$263K 0.04%
9,252
-910
247
$261K 0.04%
29,565
248
$258K 0.04%
8,063
249
$254K 0.04%
9,209
-1,168
250
$254K 0.04%
595
+40
8 9
10
11 12