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
251
$1.08M 0.04%
28,405
+1,129
252
$1.07M 0.04%
52,144
-1,417
253
$1.06M 0.04%
21,115
-1,670
254
$1.05M 0.04%
9,692
255
$1.04M 0.04%
10,636
+7,619
256
$1.04M 0.04%
14,155
-953
257
$1.03M 0.04%
41,891
+6,780
258
$1.03M 0.04%
10,562
-1,035
259
$1.02M 0.04%
10,410
260
$1.02M 0.04%
9,886
+553
261
$1.02M 0.04%
17,381
-836
262
$1.02M 0.04%
9,220
+1,137
263
$1.02M 0.04%
1,780
-766
264
$1.01M 0.04%
3,723
-137
265
$1.01M 0.04%
6,812
-708
266
$1.01M 0.04%
11,547
-1,217
267
$996K 0.04%
+35,170
268
$989K 0.04%
2,951
-1,168
269
$987K 0.04%
6,641
+127
270
$977K 0.04%
29,823
+29
271
$977K 0.04%
10,347
+265
272
$967K 0.04%
10,198
-501
273
$966K 0.04%
18,373
+703
274
$965K 0.04%
15,063
+4,299
275
$964K 0.04%
30,846
+495
9 10
11
12 13