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
276
$213K 0.03%
3,195
-99
277
$211K 0.03%
8,290
278
$209K 0.03%
2,796
-4,512
279
$209K 0.03%
4,837
280
$206K 0.03%
8,691
-8,689
281
$205K 0.03%
2,700
282
$201K 0.03%
+1,726
283
$201K 0.03%
+3,770
284
$194K 0.03%
4,607
-356
285
$194K 0.03%
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+8
286
$192K 0.03%
5,777
-6,732
287
$191K 0.03%
3,187
-3
288
$189K 0.03%
10,893
289
$183K 0.03%
1,046
+4
290
$183K 0.03%
7,800
+6,750
291
$181K 0.03%
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292
$180K 0.03%
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293
$180K 0.03%
523
294
$177K 0.03%
1,032
-1,601
295
$175K 0.03%
3,737
-1,937
296
$174K 0.03%
4,246
-698
297
$173K 0.03%
1,548
+132
298
$167K 0.02%
11,713
299
$167K 0.02%
1,293
-33
300
$167K 0.02%
383
+118
10 11
12
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