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
$477M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11.8M
3
+$4.23M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.86M

Top Sells

1
+$9.24M
2
+$7.34M
3
+$2.98M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
JNJ icon
Johnson & Johnson
JNJ
+$771K

Sector Composition

1 Financials 5.75%
2 Industrials 4.02%
3 Technology 3.25%
4 Energy 2.92%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$69K 0.01%
201
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402
$69K 0.01%
3,015
-645
403
$68K 0.01%
976
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408
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409
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410
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411
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412
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413
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414
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415
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150
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416
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417
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419
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423
$61K 0.01%
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424
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891
425
$60K 0.01%
1,908
15 16
17
18 19