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
376
$97K 0.01%
700
-720
377
$96K 0.01%
5,644
378
$96K 0.01%
769
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379
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380
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381
$94K 0.01%
6,851
382
$94K 0.01%
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-400
383
$93K 0.01%
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+180
384
$93K 0.01%
7,460
-8,380
385
$92K 0.01%
537
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386
$92K 0.01%
1,065
387
$92K 0.01%
+5,398
388
$92K 0.01%
+1,798
389
$90K 0.01%
896
390
$89K 0.01%
16,317
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391
$89K 0.01%
1,120
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392
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393
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1,112
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395
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396
$86K 0.01%
538
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397
$85K 0.01%
327
398
$84K 0.01%
6,741
+558
399
$84K 0.01%
2,595
+336
400
$83K 0.01%
1,638
-148
14 15
16
17 18