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
$2.42B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.5M
3
+$12.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$10.9M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.4M

Top Sells

1
+$7.15M
2
+$4.69M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$2.51M

Sector Composition

1 Technology 5.23%
2 Financials 3.53%
3 Healthcare 3.18%
4 Communication Services 2.82%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$511K 0.02%
7,019
+2,918
402
$509K 0.02%
18,360
-3,407
403
$507K 0.02%
5,136
+910
404
$507K 0.02%
5,254
+1,715
405
$504K 0.02%
12,167
+2,476
406
$500K 0.02%
6,237
+693
407
$499K 0.02%
5,084
+1,433
408
$498K 0.02%
2,085
+711
409
$498K 0.02%
14,664
-1,156
410
$497K 0.02%
3,038
-386
411
$495K 0.02%
2,536
+243
412
$493K 0.02%
7,470
+551
413
$491K 0.02%
2,273
+852
414
$490K 0.02%
+1,797
415
$475K 0.02%
16,385
-5,000
416
$474K 0.02%
18,880
+1,994
417
$472K 0.02%
3,516
+297
418
$465K 0.02%
+10,085
419
$465K 0.02%
2,147
+1,051
420
$465K 0.02%
3,778
+255
421
$464K 0.02%
8,961
+4,155
422
$464K 0.02%
4,423
+23
423
$463K 0.02%
6,864
+723
424
$460K 0.02%
+20,973
425
$458K 0.02%
3,170
+925
15 16
17
18 19