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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.08M 0.02%
15,939
+2,293
402
$2.08M 0.02%
70,713
+28,173
403
$2.07M 0.02%
18,599
-2,488
404
$2.06M 0.02%
24,553
-823
405
$2.04M 0.02%
100,131
+24,087
406
$2.03M 0.02%
23,660
-1,635
407
$2.03M 0.02%
23,383
+648
408
$2.03M 0.02%
78,585
-5,459
409
$1.99M 0.02%
56,974
-2,264
410
$1.98M 0.02%
12,356
-3,370
411
$1.96M 0.02%
2,888
-376
412
$1.96M 0.02%
20,367
-1,083
413
$1.94M 0.02%
14,308
+78
414
$1.94M 0.02%
40,632
-2,090
415
$1.93M 0.02%
8,890
-242
416
$1.92M 0.02%
49,914
-2,000
417
$1.91M 0.02%
16,407
+538
418
$1.91M 0.02%
77,331
+3,743
419
$1.91M 0.02%
4,391
+860
420
$1.9M 0.02%
33,514
-1,518
421
$1.9M 0.02%
12,060
-1,045
422
$1.86M 0.02%
23,606
-1,886
423
$1.86M 0.02%
6,829
-399
424
$1.85M 0.02%
64,738
+51,191
425
$1.84M 0.02%
2,989
-2,879
15 16
17
18 19