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
301
$167K 0.02%
5,193
+28
302
$166K 0.02%
578
303
$166K 0.02%
8,786
304
$164K 0.02%
1,802
+37
305
$164K 0.02%
3,049
306
$164K 0.02%
2,841
+3
307
$162K 0.02%
820
+58
308
$161K 0.02%
1,609
-233
309
$160K 0.02%
1,228
+506
310
$158K 0.02%
1,215
+2
311
$154K 0.02%
2,653
+6
312
$153K 0.02%
10,879
313
$152K 0.02%
2,293
-673
314
$151K 0.02%
5,432
+4,524
315
$151K 0.02%
954
+626
316
$151K 0.02%
3,190
+1,122
317
$148K 0.02%
7,015
318
$147K 0.02%
12,724
+165
319
$146K 0.02%
1,716
+316
320
$146K 0.02%
15,005
321
$143K 0.02%
3,572
-189
322
$142K 0.02%
+2,400
323
$142K 0.02%
+31,209
324
$140K 0.02%
1,786
-1,290
325
$140K 0.02%
6,910
+40
11 12
13
14 15