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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$83K 0.01%
1,776
+8
402
$83K 0.01%
666
+3
403
$82K 0.01%
1,121
404
$81K 0.01%
+1,600
405
$81K 0.01%
2,297
+785
406
$81K 0.01%
1,814
407
$80K 0.01%
2,645
+215
408
$79K 0.01%
1,570
-329
409
$79K 0.01%
7,687
+39
410
$78K 0.01%
1,808
+3
411
$78K 0.01%
1,218
412
$78K 0.01%
1,315
+615
413
$77K 0.01%
44
414
$77K 0.01%
4,116
+200
415
$77K 0.01%
4,566
+879
416
$76K 0.01%
2,287
-552
417
$76K 0.01%
14,496
+285
418
$75K 0.01%
800
419
$75K 0.01%
630
420
$75K 0.01%
829
+438
421
$75K 0.01%
961
+166
422
$73K 0.01%
4,275
423
$73K 0.01%
1,255
+10
424
$73K 0.01%
4,524
425
$73K 0.01%
445
+60
15 16
17
18 19