OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.01B
1-Year Est. Return 12.67%
This Quarter Est. Return
1 Year Est. Return
+12.67%
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
26
$5.37M 0.78%
306,388
+99,028
27
$5.29M 0.77%
105,071
+4,464
28
$5.2M 0.76%
332,468
+852
29
$5.18M 0.76%
46,622
+12,636
30
$4.93M 0.72%
83,560
+8,960
31
$4.83M 0.71%
60,823
+1,533
32
$4.79M 0.7%
95,281
+5,349
33
$4.75M 0.69%
320,151
+69,317
34
$4.74M 0.69%
44,758
+4,203
35
$4.64M 0.68%
24,404
+663
36
$4.49M 0.66%
257,853
-6,582
37
$4.49M 0.66%
26,841
+1,650
38
$4.35M 0.64%
167,321
+1,778
39
$4.33M 0.63%
42,676
+2,766
40
$4.19M 0.61%
41,014
+2,545
41
$4.13M 0.6%
61,737
-261
42
$3.96M 0.58%
124,517
+2,021
43
$3.86M 0.56%
21,479
-394
44
$3.78M 0.55%
152,696
+20,733
45
$3.77M 0.55%
38,140
+128
46
$3.74M 0.55%
125,662
-2,014
47
$3.71M 0.54%
64,802
+1,503
48
$3.68M 0.54%
33,167
+3,373
49
$3.58M 0.52%
44,330
-4,339
50
$3.48M 0.51%
15,992
+122
1
2
3 4 5