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
376
$79K 0.01%
265
+258
377
$78K 0.01%
1,721
378
$78K 0.01%
+536
379
$78K 0.01%
826
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380
$76K 0.01%
44
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381
$76K 0.01%
1,805
-24
382
$76K 0.01%
900
383
$76K 0.01%
2,875
+1,303
384
$76K 0.01%
1,430
+330
385
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1,160
-87
386
$76K 0.01%
+7,648
387
$74K 0.01%
354
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388
$74K 0.01%
663
-130
389
$73K 0.01%
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390
$73K 0.01%
1,239
-174
391
$73K 0.01%
+1,240
392
$73K 0.01%
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393
$71K 0.01%
+7,050
394
$71K 0.01%
1,768
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395
$70K 0.01%
935
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396
$70K 0.01%
600
397
$69K 0.01%
962
-309
398
$69K 0.01%
+6,183
399
$69K 0.01%
1,218
400
$69K 0.01%
1,291
-215
14 15
16
17 18