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
351
$117K 0.02%
1,127
+103
352
$115K 0.02%
1,684
-394
353
$115K 0.02%
2,511
+15
354
$115K 0.02%
6,179
+5,485
355
$113K 0.02%
1,202
356
$113K 0.02%
3,864
357
$112K 0.02%
1,081
+92
358
$111K 0.02%
1,283
359
$111K 0.02%
1,205
+107
360
$110K 0.02%
2,981
+17
361
$110K 0.02%
8,261
+501
362
$109K 0.02%
890
363
$108K 0.02%
2,710
364
$105K 0.02%
+293
365
$104K 0.02%
+2,061
366
$103K 0.02%
974
+394
367
$103K 0.02%
940
368
$102K 0.01%
1,081
+275
369
$101K 0.01%
1,817
+591
370
$101K 0.01%
2,247
371
$100K 0.01%
+24,274
372
$99K 0.01%
2,875
-424
373
$97K 0.01%
2,672
+309
374
$97K 0.01%
+3,450
375
$97K 0.01%
492
13 14
15
16 17