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
$2.13B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.1M
3
+$15.6M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$9.92M
5
RBLX icon
Roblox
RBLX
+$8.93M

Top Sells

1
+$9.24M
2
+$4.02M
3
+$2.63M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.49M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$2.15M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.66%
3 Financials 3.48%
4 Communication Services 3.01%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$399K 0.02%
7,317
+564
427
$396K 0.02%
9,691
+229
428
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5,980
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429
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3,523
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$392K 0.02%
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435
$392K 0.02%
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436
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-28
437
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-1,525
438
$383K 0.02%
9,487
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$383K 0.02%
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1,713
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444
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445
$377K 0.02%
10,296
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446
$377K 0.02%
4,000
447
$376K 0.02%
4,769
+1,635
448
$374K 0.02%
3,713
-645
449
$374K 0.02%
254
-64
450
$374K 0.02%
2,078
16 17
18
19 20