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
$2.64B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.63M
3
+$6.6M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$6.27M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.11M

Top Sells

1
+$8.88M
2
+$3.77M
3
+$2.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$1.7M

Sector Composition

1 Technology 6.26%
2 Financials 3.42%
3 Healthcare 3.06%
4 Communication Services 2.25%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$527K 0.02%
2,286
-523
427
$526K 0.02%
17,412
428
$525K 0.02%
20,707
-5,520
429
$519K 0.02%
4,543
-33
430
$518K 0.02%
13,086
-409
431
$518K 0.02%
391
432
$517K 0.02%
6,706
+206
433
$517K 0.02%
59,741
+8,115
434
$516K 0.02%
4,400
-31
435
$514K 0.02%
6,118
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436
$510K 0.02%
2,043
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437
$507K 0.02%
7,570
+1,089
438
$507K 0.02%
10,403
-11,296
439
$500K 0.02%
1,039
-1,097
440
$498K 0.02%
3,690
+1,300
441
$497K 0.02%
3,008
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$493K 0.02%
9,976
443
$489K 0.02%
4,596
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444
$488K 0.02%
12,511
+4,585
445
$487K 0.02%
19,616
+102
446
$484K 0.02%
4,170
-466
447
$483K 0.02%
3,456
+1,400
448
$480K 0.02%
32,859
-5,009
449
$476K 0.02%
4,042
+369
450
$474K 0.02%
15,628
+4,580
16 17
18
19 20