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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$73K 0.01%
832
+154
427
$72K 0.01%
891
428
$72K 0.01%
1,382
-686
429
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430
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431
$71K 0.01%
753
432
$70K 0.01%
+1,280
433
$70K 0.01%
997
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434
$70K 0.01%
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435
$70K 0.01%
1,100
436
$69K 0.01%
15,440
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437
$69K 0.01%
915
-1,114
438
$69K 0.01%
1,663
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439
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440
$67K 0.01%
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441
$67K 0.01%
7,062
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$67K 0.01%
847
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1,253
445
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1,140
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446
$66K 0.01%
363
447
$66K 0.01%
1,021
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448
$66K 0.01%
145
+50
449
$65K 0.01%
1,222
-400
450
$65K 0.01%
1,440
-37
16 17
18
19 20