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
$2.52B
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$8.32M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$6.65M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.82M

Top Sells

1
+$1.78M
2
+$1.68M
3
+$1.31M
4
JETS icon
US Global Jets ETF
JETS
+$1.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.11M

Sector Composition

1 Technology 5.45%
2 Financials 3.57%
3 Healthcare 2.96%
4 Communication Services 2.7%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.23M 0.05%
58,959
+39,545
227
$1.22M 0.05%
42,763
-2,634
228
$1.22M 0.05%
18,203
+600
229
$1.22M 0.05%
5,169
+1,504
230
$1.21M 0.05%
1,446
+154
231
$1.19M 0.05%
54,180
-6,369
232
$1.19M 0.05%
23,814
-588
233
$1.19M 0.05%
21,274
-1,798
234
$1.19M 0.05%
22,131
+2,733
235
$1.18M 0.05%
4,898
236
$1.16M 0.05%
17,992
-342
237
$1.14M 0.05%
3,556
+136
238
$1.13M 0.04%
18,424
-5,848
239
$1.13M 0.04%
23,760
+6,120
240
$1.13M 0.04%
11,001
-613
241
$1.12M 0.04%
4,740
+968
242
$1.11M 0.04%
10,840
-463
243
$1.11M 0.04%
29,543
+2,833
244
$1.1M 0.04%
5,641
+85
245
$1.1M 0.04%
9,932
-138
246
$1.1M 0.04%
24,345
247
$1.1M 0.04%
42,021
+1,188
248
$1.1M 0.04%
26,581
+14,414
249
$1.09M 0.04%
5,541
+198
250
$1.08M 0.04%
+31,315
8 9
10
11 12