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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.22M 0.02%
34,026
-5,236
452
$1.21M 0.02%
12,888
-1,746
453
$1.21M 0.02%
3,863
-187
454
$1.21M 0.02%
13,211
-1,260
455
$1.19M 0.02%
42,311
-586
456
$1.19M 0.02%
61,342
+1
457
$1.19M 0.02%
25,267
-5,914
458
$1.18M 0.02%
13,563
+2,416
459
$1.18M 0.02%
20,300
+5,300
460
$1.18M 0.02%
23,555
-2,324
461
$1.18M 0.02%
12,954
+6,235
462
$1.17M 0.02%
30,412
-4,850
463
$1.17M 0.02%
51,922
+595
464
$1.17M 0.02%
11,581
-210
465
$1.15M 0.02%
51,270
+3,270
466
$1.15M 0.02%
56,268
+1,934
467
$1.15M 0.02%
15,060
+637
468
$1.14M 0.02%
59,991
-13,023
469
$1.14M 0.02%
29,105
-1,741
470
$1.13M 0.02%
+18,171
471
$1.13M 0.02%
36,119
+1,066
472
$1.12M 0.02%
7,726
+197
473
$1.11M 0.02%
28,505
+2,051
474
$1.1M 0.02%
11,370
-890
475
$1.1M 0.02%
8,968
-1,954
17 18
19
20 21