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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$93K 0.02%
1,065
-300
352
$91K 0.02%
+1,024
353
$91K 0.02%
+11,075
354
$90K 0.02%
1,098
-215
355
$90K 0.02%
1,364
-2,704
356
$88K 0.01%
+1,899
357
$88K 0.01%
659
-1,023
358
$88K 0.01%
+2,964
359
$88K 0.01%
+2,020
360
$87K 0.01%
940
+60
361
$87K 0.01%
1,908
-1,471
362
$86K 0.01%
+2,068
363
$85K 0.01%
3,464
+1,006
364
$84K 0.01%
3,140
-1,850
365
$84K 0.01%
+1,704
366
$84K 0.01%
+3,397
367
$84K 0.01%
1,786
-25
368
$83K 0.01%
+2,363
369
$83K 0.01%
+896
370
$83K 0.01%
492
-32
371
$83K 0.01%
+989
372
$82K 0.01%
579
-322
373
$82K 0.01%
1,121
-83
374
$81K 0.01%
+1,172
375
$80K 0.01%
5,385
+4,870
13 14
15
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