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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.33M 0.02%
13,031
+994
427
$1.33M 0.02%
164,239
+4,061
428
$1.33M 0.02%
5,256
+88
429
$1.31M 0.02%
3,161
+23
430
$1.31M 0.02%
416
+4
431
$1.31M 0.02%
58,890
+21,302
432
$1.3M 0.02%
26,318
+6,281
433
$1.3M 0.02%
+35,353
434
$1.3M 0.02%
15,968
-1,038
435
$1.29M 0.02%
12,565
-99
436
$1.28M 0.02%
20,216
-1,832
437
$1.27M 0.02%
5,974
-602
438
$1.27M 0.02%
32,863
-259
439
$1.26M 0.02%
28,222
+984
440
$1.25M 0.02%
3,760
+34
441
$1.25M 0.02%
18,745
+1,939
442
$1.25M 0.02%
8,409
+215
443
$1.25M 0.02%
17,964
+1,876
444
$1.25M 0.02%
1,499
-18
445
$1.25M 0.02%
30,259
+2,745
446
$1.25M 0.02%
14,829
-3,761
447
$1.24M 0.02%
29,484
+557
448
$1.24M 0.02%
4,282
+292
449
$1.23M 0.02%
14,208
-11
450
$1.22M 0.02%
10,640
+3,037
16 17
18
19 20