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
$8B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,408
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$81.2M
3
+$71.5M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$55.7M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$54.9M

Top Sells

1
+$40.2M
2
+$21.8M
3
+$13.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.98M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.28M

Sector Composition

1 Technology 6.95%
2 Healthcare 2.91%
3 Financials 2.67%
4 Consumer Discretionary 2.36%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.98M 0.02%
81,373
-3,116
427
$1.97M 0.02%
46,822
+13,959
428
$1.95M 0.02%
30,734
+10,518
429
$1.93M 0.02%
+52,495
430
$1.93M 0.02%
13,047
+5,329
431
$1.91M 0.02%
40,431
+21,834
432
$1.89M 0.02%
44,525
+31,069
433
$1.89M 0.02%
15,962
+4,267
434
$1.89M 0.02%
36,603
+1,944
435
$1.89M 0.02%
48,567
+3,232
436
$1.88M 0.02%
39,412
+18,347
437
$1.88M 0.02%
9,647
+2,831
438
$1.86M 0.02%
49,684
-377
439
$1.86M 0.02%
+51,600
440
$1.85M 0.02%
7,782
+3,388
441
$1.84M 0.02%
+39,600
442
$1.84M 0.02%
+188,181
443
$1.83M 0.02%
36,388
+2,326
444
$1.83M 0.02%
20,453
+658
445
$1.82M 0.02%
23,628
-5,375
446
$1.81M 0.02%
4,155
+102
447
$1.81M 0.02%
19,483
+99
448
$1.81M 0.02%
48,004
-8,813
449
$1.8M 0.02%
5,989
+1,707
450
$1.79M 0.02%
15,908
+2,202
16 17
18
19 20