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
$2.42B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.5M
3
+$12.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$10.9M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.4M

Top Sells

1
+$7.15M
2
+$4.69M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$2.51M

Sector Composition

1 Technology 5.23%
2 Financials 3.53%
3 Healthcare 3.18%
4 Communication Services 2.82%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$390K 0.02%
4,209
+899
477
$390K 0.02%
7,790
+473
478
$388K 0.02%
843
-78
479
$387K 0.02%
4,230
-1,761
480
$385K 0.02%
4,556
+1,038
481
$383K 0.02%
5,585
+613
482
$378K 0.02%
16,000
483
$377K 0.02%
7,218
484
$375K 0.02%
6,549
-744
485
$374K 0.02%
10,296
486
$373K 0.02%
3,640
-1,827
487
$371K 0.02%
+5,000
488
$371K 0.02%
2,500
489
$370K 0.02%
2,401
+1,042
490
$368K 0.02%
690
+9
491
$367K 0.02%
1,884
+400
492
$367K 0.02%
12,200
493
$364K 0.02%
4,097
+7
494
$360K 0.01%
12,400
-210
495
$359K 0.01%
4,419
-350
496
$358K 0.01%
9,357
+1,747
497
$358K 0.01%
4,074
-238
498
$356K 0.01%
1,851
+658
499
$354K 0.01%
+6,803
500
$353K 0.01%
6,645
-278
18 19
20
21 22