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
$2.13B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.1M
3
+$15.6M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$9.92M
5
RBLX icon
Roblox
RBLX
+$8.93M

Top Sells

1
+$9.24M
2
+$4.02M
3
+$2.63M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.49M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$2.15M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.66%
3 Financials 3.48%
4 Communication Services 3.01%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.68%
94,260
+3,180
27
$14.4M 0.67%
124,186
-3,334
28
$14.1M 0.66%
47,992
-591
29
$13.1M 0.61%
57,748
-1,060
30
$12.8M 0.6%
54,058
31
$12.5M 0.58%
88,263
+1,555
32
$12.1M 0.56%
37,794
-1,627
33
$11.7M 0.55%
47,028
+2,240
34
$11.3M 0.53%
31,108
-299
35
$11.3M 0.53%
85,614
+5,602
36
$11.2M 0.53%
245,343
-9,834
37
$10.8M 0.51%
28
38
$9.84M 0.46%
614,472
-1,782
39
$9.76M 0.46%
73,634
+18
40
$9.16M 0.43%
568,176
-20,208
41
$9.13M 0.43%
40,983
-1,494
42
$8.93M 0.42%
+137,712
43
$8.81M 0.41%
100,507
-3,209
44
$8.43M 0.39%
117,208
+6,323
45
$7.97M 0.37%
31,216
-365
46
$7.84M 0.37%
137,328
+19,824
47
$7.71M 0.36%
1,046,513
-45,331
48
$7.71M 0.36%
118,333
+852
49
$7.67M 0.36%
84,497
-582
50
$7.47M 0.35%
73,280
-39,491
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