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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$59K 0.01%
684
-2,454
427
$59K 0.01%
+1,253
428
$59K 0.01%
2,164
+1,864
429
$58K 0.01%
893
-113
430
$58K 0.01%
+800
431
$58K 0.01%
1,139
-961
432
$57K 0.01%
1,245
-170
433
$57K 0.01%
2,269
434
$57K 0.01%
1,526
+347
435
$57K 0.01%
+847
436
$56K 0.01%
678
-115
437
$55K 0.01%
+1,004
438
$55K 0.01%
+795
439
$54K 0.01%
580
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440
$54K 0.01%
843
-422
441
$54K 0.01%
+471
442
$53K 0.01%
+11,325
443
$53K 0.01%
753
444
$53K 0.01%
+3,167
445
$53K 0.01%
418
446
$53K 0.01%
1,975
447
$53K 0.01%
901
-3
448
$53K 0.01%
562
-210
449
$53K 0.01%
4,275
450
$52K 0.01%
2,000
16 17
18
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