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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$52K 0.01%
1,057
+600
452
$52K 0.01%
1,343
+1,054
453
$52K 0.01%
1,388
-50
454
$51K 0.01%
1,528
-202
455
$51K 0.01%
403
-22
456
$51K 0.01%
+1,161
457
$51K 0.01%
2,050
-639
458
$50K 0.01%
+350
459
$50K 0.01%
2,176
-470
460
$50K 0.01%
965
-260
461
$50K 0.01%
1,000
462
$49K 0.01%
634
+2
463
$49K 0.01%
1,189
+165
464
$49K 0.01%
+591
465
$48K 0.01%
1,512
-2,057
466
$48K 0.01%
+1,579
467
$48K 0.01%
635
+335
468
$48K 0.01%
360
-122
469
$48K 0.01%
2,487
-550
470
$47K 0.01%
1,248
-464
471
$47K 0.01%
1,495
-152
472
$47K 0.01%
385
-575
473
$47K 0.01%
+1,500
474
$47K 0.01%
+1,881
475
$46K 0.01%
654
+405
17 18
19
20 21