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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.64M 0.02%
56,209
-15,899
452
$1.64M 0.02%
60,850
+24,489
453
$1.64M 0.02%
31,532
+13,037
454
$1.63M 0.02%
22,427
-2,692
455
$1.62M 0.02%
48,463
+7,749
456
$1.62M 0.02%
5,678
+512
457
$1.61M 0.02%
2,391
+40
458
$1.61M 0.02%
16,505
+82
459
$1.6M 0.02%
7,942
+702
460
$1.59M 0.02%
13,796
+1,311
461
$1.59M 0.02%
10,140
+256
462
$1.59M 0.02%
12,863
+1,318
463
$1.59M 0.02%
10,923
+579
464
$1.58M 0.02%
47,254
-31
465
$1.57M 0.02%
36,897
-1,355
466
$1.57M 0.02%
7,619
+1,007
467
$1.57M 0.02%
38,039
+4,133
468
$1.56M 0.02%
62,659
469
$1.55M 0.02%
45,344
+314
470
$1.55M 0.02%
5,259
+373
471
$1.55M 0.02%
15,819
-682
472
$1.54M 0.02%
20,670
-175
473
$1.53M 0.02%
56,780
+5,609
474
$1.53M 0.02%
67,208
+4,571
475
$1.52M 0.02%
39,268
+3,364
17 18
19
20 21