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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$64K 0.01%
1,589
+63
452
$64K 0.01%
1,719
+909
453
$64K 0.01%
615
+53
454
$63K 0.01%
2,645
+10
455
$63K 0.01%
846
+3
456
$61K 0.01%
1,382
+39
457
$61K 0.01%
3,167
458
$61K 0.01%
473
+2
459
$61K 0.01%
+1,100
460
$61K 0.01%
2,000
461
$60K 0.01%
97
-12
462
$60K 0.01%
1,251
463
$60K 0.01%
919
+205
464
$59K 0.01%
1,000
465
$58K 0.01%
403
466
$58K 0.01%
418
467
$58K 0.01%
1,081
-210
468
$58K 0.01%
1,161
469
$58K 0.01%
+950
470
$58K 0.01%
+1,174
471
$57K 0.01%
+900
472
$57K 0.01%
1,291
+1,185
473
$57K 0.01%
840
-400
474
$57K 0.01%
1,284
-736
475
$57K 0.01%
1,975
+405
17 18
19
20 21