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
$2.42B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.5M
3
+$12.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$10.9M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.4M

Top Sells

1
+$7.15M
2
+$4.69M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$2.51M

Sector Composition

1 Technology 5.23%
2 Financials 3.53%
3 Healthcare 3.18%
4 Communication Services 2.82%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$422K 0.02%
10,326
-127
452
$422K 0.02%
12,088
-841
453
$420K 0.02%
2,141
+63
454
$419K 0.02%
1,500
455
$418K 0.02%
3,319
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456
$418K 0.02%
6,606
+417
457
$417K 0.02%
9,933
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458
$416K 0.02%
7,829
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459
$414K 0.02%
11,400
+400
460
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4,467
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461
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6,425
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462
$404K 0.02%
20,121
+5,557
463
$404K 0.02%
3,830
464
$404K 0.02%
1,702
+238
465
$403K 0.02%
1,621
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466
$403K 0.02%
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467
$403K 0.02%
12,629
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468
$402K 0.02%
+7,793
469
$401K 0.02%
9,790
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470
$400K 0.02%
4,114
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471
$399K 0.02%
7,487
472
$398K 0.02%
6,002
+1,624
473
$396K 0.02%
3,942
-70
474
$393K 0.02%
9,576
-438
475
$391K 0.02%
2,247
-68
17 18
19
20 21