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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.7M 0.03%
10,936
+208
377
$1.7M 0.03%
19,795
+646
378
$1.7M 0.03%
30,075
-3,404
379
$1.7M 0.03%
48,396
-8,512
380
$1.7M 0.03%
65,304
+11,996
381
$1.69M 0.03%
2,422
+139
382
$1.69M 0.03%
26,424
+1,003
383
$1.68M 0.03%
53,197
+39,631
384
$1.65M 0.03%
12,778
+142
385
$1.63M 0.03%
26,870
-4,330
386
$1.63M 0.03%
17,344
-108
387
$1.6M 0.03%
133,863
+337
388
$1.59M 0.03%
120,006
-3,002
389
$1.58M 0.02%
88,587
-6,737
390
$1.57M 0.02%
6,471
+77
391
$1.57M 0.02%
83,659
+11,658
392
$1.57M 0.02%
127,891
+295
393
$1.56M 0.02%
9,080
+888
394
$1.56M 0.02%
3,423
-150
395
$1.54M 0.02%
45,679
+22,652
396
$1.53M 0.02%
45,455
-32,146
397
$1.53M 0.02%
11,641
+2,610
398
$1.52M 0.02%
7,360
-7,565
399
$1.5M 0.02%
13,706
+268
400
$1.49M 0.02%
7,267
+58
14 15
16
17 18