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
$335M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.8M
3
+$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$43K 0.01%
+6,040
477
$43K 0.01%
+691
478
$42K 0.01%
+1,081
479
$42K 0.01%
+1,160
480
$42K 0.01%
+1,374
481
$42K 0.01%
+1,445
482
$42K 0.01%
+845
483
$42K 0.01%
+2,800
484
$42K 0.01%
+219
485
$42K 0.01%
+420
486
$42K 0.01%
+715
487
$41K 0.01%
+35
488
$41K 0.01%
+600
489
$41K 0.01%
+975
490
$41K 0.01%
+1,209
491
$41K 0.01%
+1,400
492
$40K 0.01%
+601
493
$40K 0.01%
+1,455
494
$40K 0.01%
+1,300
495
$40K 0.01%
+300
496
$40K 0.01%
+450
497
$40K 0.01%
+1,917
498
$40K 0.01%
+903
499
$40K 0.01%
+762
500
$39K 0.01%
+507
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