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
$1.26B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$6.78M
3
+$5.99M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.17M
5
TAXF icon
American Century Diversified Municipal Bond ETF
TAXF
+$5.04M

Top Sells

1
+$982K
2
+$886K
3
+$821K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$751K
5
AMGN icon
Amgen
AMGN
+$729K

Sector Composition

1 Technology 6.33%
2 Healthcare 5.29%
3 Financials 5%
4 Communication Services 2.87%
5 Industrials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$306K 0.02%
2,792
-14
402
$306K 0.02%
+10,000
403
$306K 0.02%
1,847
-335
404
$306K 0.02%
3,810
+604
405
$305K 0.02%
2,091
406
$305K 0.02%
3,202
-434
407
$304K 0.02%
5,535
-47
408
$303K 0.02%
+1,435
409
$302K 0.02%
1,017
+20
410
$301K 0.02%
2,981
+38
411
$299K 0.02%
2,453
+36
412
$295K 0.02%
5,388
+38
413
$292K 0.02%
27,458
+1,653
414
$291K 0.02%
9,839
-296
415
$290K 0.02%
2,311
416
$290K 0.02%
11,630
417
$289K 0.02%
1,854
+22
418
$288K 0.02%
5,100
419
$288K 0.02%
6,085
+3
420
$285K 0.02%
197
421
$285K 0.02%
+4,537
422
$284K 0.02%
4,358
-266
423
$283K 0.02%
4,801
-71
424
$282K 0.02%
4,350
-183
425
$281K 0.02%
6,830
15 16
17
18 19