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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.1M 0.02%
34,257
+19,655
477
$1.1M 0.02%
11,511
-3,489
478
$1.09M 0.02%
30,334
-127
479
$1.08M 0.02%
31,065
+15,720
480
$1.08M 0.02%
3,974
-3,077
481
$1.08M 0.02%
10,377
-21
482
$1.08M 0.02%
19,974
+479
483
$1.08M 0.02%
18,665
-1,906
484
$1.07M 0.02%
44,394
-8,170
485
$1.06M 0.02%
43,232
+4,024
486
$1.06M 0.02%
16,111
+203
487
$1.06M 0.02%
15,721
+375
488
$1.05M 0.02%
4,208
+146
489
$1.05M 0.02%
4,563
-1,103
490
$1.05M 0.02%
27,902
491
$1.05M 0.02%
10,941
+174
492
$1.05M 0.02%
12,139
+568
493
$1.04M 0.02%
45,756
-5,654
494
$1.04M 0.02%
2,366
+26
495
$1.03M 0.02%
43,947
+31,266
496
$1.03M 0.02%
33,205
-19,722
497
$1.03M 0.02%
2,354
-398
498
$1.02M 0.02%
2,062
+102
499
$1.02M 0.02%
3,876
+45
500
$1.02M 0.02%
28,736
-200
18 19
20
21 22