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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$69K 0.01%
+932
402
$68K 0.01%
1,663
-2,403
403
$67K 0.01%
+1,226
404
$67K 0.01%
630
-57
405
$67K 0.01%
2,635
+87
406
$67K 0.01%
1,053
-905
407
$66K 0.01%
1,115
-50
408
$66K 0.01%
2,259
-1,041
409
$66K 0.01%
+2,430
410
$66K 0.01%
+2,970
411
$64K 0.01%
891
412
$64K 0.01%
3,916
+862
413
$64K 0.01%
+1,477
414
$64K 0.01%
327
-300
415
$64K 0.01%
+806
416
$64K 0.01%
+1,100
417
$63K 0.01%
1,012
+455
418
$62K 0.01%
3,687
-39
419
$62K 0.01%
1,200
420
$61K 0.01%
1,534
-17
421
$61K 0.01%
363
-4
422
$61K 0.01%
+1,814
423
$60K 0.01%
3,020
424
$59K 0.01%
900
-1,185
425
$59K 0.01%
4,524
-300
15 16
17
18 19