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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$46K 0.01%
554
+185
477
$46K 0.01%
109
+108
478
$45K 0.01%
+328
479
$45K 0.01%
1,251
480
$45K 0.01%
2,400
-7,000
481
$45K 0.01%
+1,820
482
$45K 0.01%
714
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483
$44K 0.01%
958
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484
$44K 0.01%
1,385
-65
485
$44K 0.01%
271
-1,106
486
$44K 0.01%
1,164
-3,768
487
$44K 0.01%
383
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488
$43K 0.01%
1,765
+640
489
$43K 0.01%
+1,500
490
$42K 0.01%
+1,218
491
$42K 0.01%
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492
$42K 0.01%
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493
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494
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385
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495
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590
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496
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+12,440
497
$41K 0.01%
3,131
+199
498
– –
0
499
$40K 0.01%
235
500
$39K 0.01%
337
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18 19
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