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
$1.11B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.1M
3
+$7.55M
4
EXAS icon
Exact Sciences
EXAS
+$7.49M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.36M

Top Sells

1
+$30.3M
2
+$28.9M
3
+$28.8M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$26.8M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$24.9M

Sector Composition

1 Technology 5.46%
2 Financials 5.02%
3 Healthcare 4.9%
4 Industrials 3%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$257K 0.02%
+2,153
427
$256K 0.02%
3,277
-1,408
428
$255K 0.02%
5,350
-564
429
$255K 0.02%
3,936
+3,121
430
$253K 0.02%
7,252
-11,268
431
$252K 0.02%
+4,269
432
$252K 0.02%
1,167
+60
433
$249K 0.02%
1,293
+1,226
434
$248K 0.02%
6,830
+5,721
435
$248K 0.02%
8,052
+1,362
436
$243K 0.02%
2,856
-679
437
$243K 0.02%
11,440
-6,070
438
$242K 0.02%
+46,000
439
$241K 0.02%
3,206
+40
440
$239K 0.02%
8,730
-8,462
441
$238K 0.02%
8,308
-10,926
442
$237K 0.02%
+2,108
443
$237K 0.02%
1,530
+367
444
$236K 0.02%
+4,065
445
$235K 0.02%
10,109
-1,193
446
$233K 0.02%
15,220
+14,970
447
$232K 0.02%
997
+977
448
$232K 0.02%
+3,299
449
$231K 0.02%
5,614
-5,962
450
$230K 0.02%
+3,212
16 17
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