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
251
$254K 0.04%
4,628
+12
252
$254K 0.04%
4,919
+50
253
$251K 0.04%
3,339
+3,204
254
$251K 0.04%
6,100
255
$248K 0.04%
6,761
+6,581
256
$248K 0.04%
11,716
-505
257
$248K 0.04%
3,791
+3,374
258
$246K 0.04%
14,228
259
$246K 0.04%
+6,320
260
$244K 0.04%
22,473
-584
261
$242K 0.04%
7,996
+98
262
$241K 0.04%
46,000
263
$239K 0.03%
22,167
+14,412
264
$235K 0.03%
10,123
-1,114
265
$229K 0.03%
9,457
-2,048
266
$226K 0.03%
2,000
267
$226K 0.03%
13,469
+1,774
268
$222K 0.03%
5,549
+154
269
$222K 0.03%
1,280
+19
270
$220K 0.03%
17,375
+8,600
271
$219K 0.03%
7,310
-1,703
272
$216K 0.03%
+2,922
273
$215K 0.03%
15,902
-1,162
274
$214K 0.03%
3,000
275
$213K 0.03%
3,106
-397
9 10
11
12 13