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
$2.64B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.63M
3
+$6.6M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$6.27M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.11M

Top Sells

1
+$8.88M
2
+$3.77M
3
+$2.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$1.7M

Sector Composition

1 Technology 6.26%
2 Financials 3.42%
3 Healthcare 3.06%
4 Communication Services 2.25%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$573K 0.02%
2,208
+806
402
$573K 0.02%
12,327
403
$571K 0.02%
3,126
+553
404
$567K 0.02%
+1,302
405
$562K 0.02%
13,369
+1,371
406
$558K 0.02%
7,148
+158
407
$556K 0.02%
27,798
+1,391
408
$548K 0.02%
6,212
+169
409
$545K 0.02%
5,012
-605
410
$544K 0.02%
2,947
+494
411
$543K 0.02%
8,372
-642
412
$542K 0.02%
17,348
+7,000
413
$539K 0.02%
1,766
-269
414
$538K 0.02%
+10,135
415
$536K 0.02%
24,253
-2,813
416
$536K 0.02%
15,685
+1,810
417
$535K 0.02%
8,316
+330
418
$535K 0.02%
55,837
+15
419
$532K 0.02%
16,939
+8,633
420
$532K 0.02%
10,025
+101
421
$530K 0.02%
2,251
+166
422
$530K 0.02%
2,873
+579
423
$530K 0.02%
+21,714
424
$529K 0.02%
8,143
+3,597
425
$527K 0.02%
1,756
+84
15 16
17
18 19