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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.83M 0.02%
16,568
+966
427
$1.82M 0.02%
11,816
-3,371
428
$1.82M 0.02%
3,337
-405
429
$1.81M 0.02%
60,821
-567
430
$1.8M 0.02%
5,346
+607
431
$1.78M 0.02%
35,885
-2,600
432
$1.78M 0.02%
12,245
-139
433
$1.78M 0.02%
135,866
-15,814
434
$1.77M 0.02%
17,291
+1,228
435
$1.77M 0.02%
37,138
-1,141
436
$1.76M 0.02%
5,005
-314
437
$1.76M 0.02%
5,207
-74
438
$1.74M 0.02%
79,798
+2,281
439
$1.74M 0.02%
47,093
-240
440
$1.71M 0.02%
11,178
-13
441
$1.71M 0.02%
874
+102
442
$1.7M 0.02%
3,740
+202
443
$1.7M 0.02%
14,611
+790
444
$1.69M 0.02%
3,125
-1,970
445
$1.69M 0.02%
29,587
-232
446
$1.68M 0.02%
387,856
-66,147
447
$1.68M 0.02%
7,207
+373
448
$1.67M 0.02%
69,737
+10,915
449
$1.65M 0.02%
6,180
+909
450
$1.65M 0.02%
17,260
-577
16 17
18
19 20