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
$2.64B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.63M
3
+$6.6M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$6.27M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.11M

Top Sells

1
+$8.88M
2
+$3.77M
3
+$2.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$1.7M

Sector Composition

1 Technology 6.26%
2 Financials 3.42%
3 Healthcare 3.06%
4 Communication Services 2.25%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$470K 0.02%
1,444
-96
452
$470K 0.02%
11,019
+1,915
453
$470K 0.02%
3,434
+640
454
$470K 0.02%
2,541
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455
$469K 0.02%
3,543
+525
456
$464K 0.02%
11,604
+1,712
457
$462K 0.02%
2,216
+295
458
$462K 0.02%
5,697
-374
459
$459K 0.02%
9,162
+281
460
$456K 0.02%
3,496
+683
461
$453K 0.02%
6,540
+742
462
$452K 0.02%
5,955
-960
463
$451K 0.02%
14,663
+1,805
464
$450K 0.02%
305
+45
465
$449K 0.02%
+3,764
466
$449K 0.02%
6,774
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467
$447K 0.02%
5,308
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468
$445K 0.02%
1,870
+340
469
$445K 0.02%
7,185
470
$445K 0.02%
17,870
471
$443K 0.02%
1,314
+272
472
$443K 0.02%
+7,809
473
$443K 0.02%
2,741
+477
474
$442K 0.02%
4,932
+465
475
$442K 0.02%
2,921
+287
17 18
19
20 21