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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.27M 0.03%
15,364
+1,142
377
$2.27M 0.03%
56,876
+616
378
$2.26M 0.03%
91,362
+5,278
379
$2.26M 0.03%
59,905
-3,646
380
$2.24M 0.03%
29,901
+278
381
$2.24M 0.03%
31,631
+882
382
$2.23M 0.03%
44,621
+1,874
383
$2.23M 0.03%
61,198
+342
384
$2.2M 0.03%
196,275
-27,773
385
$2.19M 0.03%
30,487
+18,708
386
$2.18M 0.03%
34,380
+3,587
387
$2.18M 0.03%
1,642
+30
388
$2.17M 0.03%
+28,077
389
$2.16M 0.03%
122,540
-3,000
390
$2.15M 0.03%
69,338
-2,514
391
$2.14M 0.03%
15,950
+444
392
$2.14M 0.03%
5,790
+312
393
$2.14M 0.03%
464
-183
394
$2.14M 0.03%
73,347
+23,564
395
$2.13M 0.03%
5,554
-289
396
$2.1M 0.02%
52,131
-3,560
397
$2.09M 0.02%
49,095
+6,630
398
$2.09M 0.02%
48,094
+11,892
399
$2.09M 0.02%
14,667
+108
400
$2.08M 0.02%
200,964
-1,746
14 15
16
17 18