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
$1.44B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.28M
3
+$5.88M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$5.4M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.33M

Top Sells

1
+$9.39M
2
+$4.16M
3
+$3.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.37M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.44M

Sector Composition

1 Technology 7.74%
2 Healthcare 4.51%
3 Financials 3.32%
4 Consumer Discretionary 2.93%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$299K 0.02%
9,755
-3,423
427
$298K 0.02%
11,496
-3,105
428
$297K 0.02%
14,126
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429
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430
$296K 0.02%
14,065
431
$296K 0.02%
12,200
432
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5,776
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434
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435
$293K 0.02%
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436
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1,898
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437
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3,295
-2,013
438
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+4,053
439
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$284K 0.02%
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$283K 0.02%
4,548
-6,091
448
$283K 0.02%
+22,606
449
$282K 0.02%
12,165
-4,701
450
$281K 0.02%
1,329
-353
16 17
18
19 20