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
$2.52B
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$8.32M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$6.65M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.82M

Top Sells

1
+$1.78M
2
+$1.68M
3
+$1.31M
4
JETS icon
US Global Jets ETF
JETS
+$1.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.11M

Sector Composition

1 Technology 5.45%
2 Financials 3.57%
3 Healthcare 2.96%
4 Communication Services 2.7%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$411K 0.02%
6,562
+78
477
$409K 0.02%
2,878
-1,165
478
$398K 0.02%
3,519
-647
479
$397K 0.02%
6,267
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480
$397K 0.02%
+11,184
481
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3,945
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482
$395K 0.02%
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483
$395K 0.02%
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484
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634
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485
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4,036
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486
$394K 0.02%
11,415
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487
$393K 0.02%
2,933
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488
$389K 0.02%
2,558
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489
$389K 0.02%
12,613
-16
490
$388K 0.02%
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491
$384K 0.02%
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492
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4,535
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494
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3,689
495
$380K 0.02%
2,986
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496
$380K 0.02%
7,829
497
$377K 0.01%
1,776
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498
$377K 0.01%
7,445
+2,023
499
$377K 0.01%
17,899
-2,222
500
$376K 0.01%
4,000
-114
18 19
20
21 22