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
$1.11B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.1M
3
+$7.55M
4
EXAS icon
Exact Sciences
EXAS
+$7.49M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.36M

Top Sells

1
+$30.3M
2
+$28.9M
3
+$28.8M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$26.8M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$24.9M

Sector Composition

1 Technology 5.46%
2 Financials 5.02%
3 Healthcare 4.9%
4 Industrials 3%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$279K 0.03%
+5,072
402
$278K 0.02%
+5,988
403
$278K 0.02%
29,365
-29,765
404
$277K 0.02%
1,326
+926
405
$277K 0.02%
+3,636
406
$276K 0.02%
2,417
-1,106
407
$275K 0.02%
7,718
-171
408
$274K 0.02%
25,805
+347
409
$272K 0.02%
4,533
+183
410
$272K 0.02%
+2,943
411
$272K 0.02%
4,436
+3,920
412
$270K 0.02%
3,000
-3,000
413
$269K 0.02%
3,687
-885
414
$266K 0.02%
2,311
+43
415
$266K 0.02%
2,947
+2,565
416
$264K 0.02%
4,579
+3,179
417
$264K 0.02%
2,703
+1,405
418
$263K 0.02%
+6,082
419
$259K 0.02%
+1,602
420
$259K 0.02%
6,659
-3,748
421
$259K 0.02%
5,574
+5,244
422
$258K 0.02%
3,974
-2,752
423
$258K 0.02%
4,838
+3,456
424
$258K 0.02%
1,016
-258
425
$258K 0.02%
1,030
+994
15 16
17
18 19