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
$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
476
$56K 0.01%
1,984
+9
477
$56K 0.01%
2,487
478
$56K 0.01%
965
479
$56K 0.01%
550
+130
480
$55K 0.01%
2,940
-30
481
$55K 0.01%
3,300
+2,200
482
$55K 0.01%
128
+52
483
$55K 0.01%
1,592
+97
484
$54K 0.01%
2,487
+1,290
485
$54K 0.01%
625
-428
486
$54K 0.01%
654
487
$51K 0.01%
2,400
488
$51K 0.01%
830
-409
489
$50K 0.01%
591
490
$50K 0.01%
202
491
$50K 0.01%
1,974
+516
492
$49K 0.01%
1,248
493
$49K 0.01%
1,606
+1,500
494
$49K 0.01%
2,121
-55
495
$48K 0.01%
942
+840
496
$48K 0.01%
1,886
-164
497
$48K 0.01%
1,820
498
$48K 0.01%
3,143
+12
499
$48K 0.01%
636
+1
500
$48K 0.01%
750
18 19
20
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