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
326
$139K 0.02%
4,786
+1,322
327
$137K 0.02%
9,545
328
$137K 0.02%
2,400
+100
329
$136K 0.02%
5,525
330
$134K 0.02%
1,163
331
$132K 0.02%
3,700
+560
332
$131K 0.02%
1,293
+115
333
$130K 0.02%
2,515
334
$130K 0.02%
1,900
-215
335
$129K 0.02%
807
-21
336
$128K 0.02%
2,063
-1,087
337
$128K 0.02%
1,142
+11
338
$127K 0.02%
1,423
+1,255
339
$127K 0.02%
802
340
$127K 0.02%
3,848
+48
341
$127K 0.02%
7,755
+920
342
$126K 0.02%
1,226
-50
343
$126K 0.02%
1,320
+1
344
$123K 0.02%
4,208
+1,333
345
$123K 0.02%
4,415
+11
346
$123K 0.02%
2,181
+477
347
$122K 0.02%
1,715
+815
348
$122K 0.02%
1,664
+504
349
$121K 0.02%
+964
350
$120K 0.02%
+3,139
12 13
14
15 16