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
$2.13B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.1M
3
+$15.6M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$9.92M
5
RBLX icon
Roblox
RBLX
+$8.93M

Top Sells

1
+$9.24M
2
+$4.02M
3
+$2.63M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.49M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$2.15M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.66%
3 Financials 3.48%
4 Communication Services 3.01%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$575K 0.03%
2,221
+1,252
352
$569K 0.03%
4,821
+46
353
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12,327
354
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17,896
-6,217
355
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10,727
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356
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11,025
357
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21,767
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358
$554K 0.03%
49,749
-3,364
359
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21,385
-5
360
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5,991
-3,741
361
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+21,750
362
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28,958
-2,000
363
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8,463
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364
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5,467
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365
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367
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368
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369
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14,706
370
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31,856
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371
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11,447
+1,732
372
$518K 0.02%
10,000
373
$518K 0.02%
15,010
-305
374
$516K 0.02%
3,424
-239
375
$514K 0.02%
15,820
+652
13 14
15
16 17