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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.66M 0.04%
735
+88
277
$2.66M 0.04%
6,464
-692
278
$2.63M 0.04%
12,798
-1,879
279
$2.62M 0.04%
36,480
+135
280
$2.61M 0.04%
12,682
-280
281
$2.58M 0.04%
4,812
+358
282
$2.57M 0.04%
28,091
-4,712
283
$2.56M 0.04%
19,586
-287
284
$2.56M 0.04%
60,626
-1,414
285
$2.53M 0.04%
10,123
-361
286
$2.52M 0.04%
4,993
-2,798
287
$2.5M 0.04%
+32,003
288
$2.49M 0.04%
7,171
-5,575
289
$2.46M 0.04%
453,544
-41,246
290
$2.46M 0.04%
34,683
+3,746
291
$2.45M 0.04%
58,398
+9,551
292
$2.44M 0.04%
78,653
+5,283
293
$2.43M 0.04%
42,307
+1,411
294
$2.42M 0.04%
52,399
+2,465
295
$2.41M 0.04%
116,891
-527
296
$2.4M 0.04%
40,252
-11,259
297
$2.39M 0.04%
69,439
+46,371
298
$2.37M 0.04%
69,883
+45,654
299
$2.36M 0.04%
12,889
+6,548
300
$2.35M 0.04%
25,348
+654
10 11
12
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