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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.49M 0.02%
38,710
+1,946
402
$1.49M 0.02%
32,102
-3,069
403
$1.47M 0.02%
32,275
+6,828
404
$1.46M 0.02%
+24,968
405
$1.46M 0.02%
29,286
+761
406
$1.45M 0.02%
49,842
+946
407
$1.45M 0.02%
63,791
+44,479
408
$1.44M 0.02%
11,695
+322
409
$1.43M 0.02%
7,253
-107
410
$1.43M 0.02%
37,414
-12,269
411
$1.42M 0.02%
4,744
+336
412
$1.42M 0.02%
9,616
-121
413
$1.42M 0.02%
31,295
-90
414
$1.41M 0.02%
11,991
+109
415
$1.41M 0.02%
13,490
-487
416
$1.4M 0.02%
43,047
417
$1.38M 0.02%
6,972
+342
418
$1.38M 0.02%
67,762
+2,457
419
$1.37M 0.02%
7,718
-670
420
$1.36M 0.02%
59,128
+11,496
421
$1.36M 0.02%
39,338
-5,690
422
$1.36M 0.02%
11,546
+156
423
$1.35M 0.02%
6,816
-2,531
424
$1.34M 0.02%
11,356
-422
425
$1.34M 0.02%
6,364
+422
15 16
17
18 19