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
$2.64B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.63M
3
+$6.6M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$6.27M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.11M

Top Sells

1
+$8.88M
2
+$3.77M
3
+$2.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$1.7M

Sector Composition

1 Technology 6.26%
2 Financials 3.42%
3 Healthcare 3.06%
4 Communication Services 2.25%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$439K 0.02%
1,717
-87
477
$437K 0.02%
3,698
-66
478
$435K 0.02%
15,847
-1,380
479
$433K 0.02%
+9,226
480
$433K 0.02%
5,191
-646
481
$432K 0.02%
4,818
+552
482
$432K 0.02%
3,641
+932
483
$429K 0.02%
12,191
484
$428K 0.02%
2,585
-1,197
485
$427K 0.02%
1,394
-94
486
$425K 0.02%
11,234
-191
487
$424K 0.02%
2,154
+63
488
$422K 0.02%
5,878
+2,288
489
$420K 0.02%
11,113
-648
490
$419K 0.02%
8,560
-1,960
491
$417K 0.02%
7,060
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492
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2,573
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493
$415K 0.02%
7,786
+1,563
494
$415K 0.02%
11,153
-283
495
$411K 0.02%
5,930
+1,927
496
$411K 0.02%
13,780
497
$410K 0.02%
20,516
-2,265
498
$408K 0.02%
10,830
+1,276
499
$408K 0.02%
+6,121
500
$407K 0.02%
23,767
-6,837
18 19
20
21 22