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
376
$498K 0.02%
15,504
+4,008
377
$493K 0.02%
20,476
378
$492K 0.02%
5,707
-1,897
379
$491K 0.02%
28,500
+132
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$489K 0.02%
7,860
+227
381
$488K 0.02%
6,278
+770
382
$487K 0.02%
+6,456
383
$487K 0.02%
7,564
+729
384
$486K 0.02%
7,456
385
$486K 0.02%
1,270
+154
386
$486K 0.02%
6,058
-53
387
$485K 0.02%
7,450
+260
388
$482K 0.02%
7,079
389
$480K 0.02%
5,544
-251
390
$476K 0.02%
12,414
+2,609
391
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392
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3,453
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394
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5,527
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395
$461K 0.02%
6,919
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396
$456K 0.02%
25,482
+64
397
$455K 0.02%
10,453
+1,731
398
$451K 0.02%
1,633
-307
399
$450K 0.02%
2,388
+728
400
$447K 0.02%
28,409
-3,837
14 15
16
17 18