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
$2.42B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.5M
3
+$12.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$10.9M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.4M

Top Sells

1
+$7.15M
2
+$4.69M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$2.51M

Sector Composition

1 Technology 5.23%
2 Financials 3.53%
3 Healthcare 3.18%
4 Communication Services 2.82%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$455K 0.02%
5,408
-2,494
427
$454K 0.02%
5,872
-1,578
428
$452K 0.02%
39,588
-926
429
$451K 0.02%
3,461
+53
430
$451K 0.02%
+5,143
431
$449K 0.02%
6,484
-3,006
432
$448K 0.02%
8,349
+1,716
433
$447K 0.02%
2,342
-40
434
$445K 0.02%
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-544
435
$445K 0.02%
1,992
+279
436
$443K 0.02%
6,277
+2,937
437
$443K 0.02%
+8,976
438
$440K 0.02%
25,687
+205
439
$439K 0.02%
16,658
+1,043
440
$438K 0.02%
1,394
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441
$436K 0.02%
7,158
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442
$436K 0.02%
4,825
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443
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4,556
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444
$434K 0.02%
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445
$432K 0.02%
2,668
-3,390
446
$431K 0.02%
+4,166
447
$430K 0.02%
17,578
+6,644
448
$430K 0.02%
1,565
+96
449
$430K 0.02%
7,410
-8,272
450
$424K 0.02%
13,215
+5,395
16 17
18
19 20