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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.52M 0.02%
34,309
-1,118
477
$1.52M 0.02%
33,192
+8,391
478
$1.51M 0.02%
33,072
-1,158
479
$1.51M 0.02%
80,343
-7,719
480
$1.51M 0.02%
4,944
-73
481
$1.5M 0.02%
6,144
-2,848
482
$1.49M 0.02%
6,310
+1,094
483
$1.49M 0.02%
132,849
-80,385
484
$1.49M 0.02%
29,398
-8,549
485
$1.48M 0.02%
20,638
-6,858
486
$1.48M 0.02%
22,540
+2,011
487
$1.47M 0.02%
23,268
-119
488
$1.46M 0.02%
2,859
-326
489
$1.45M 0.02%
33,566
+626
490
$1.45M 0.02%
15,848
-6,490
491
$1.45M 0.02%
8,240
+1,616
492
$1.45M 0.02%
144,300
-7,826
493
$1.44M 0.02%
8,448
+4,825
494
$1.44M 0.02%
777
-44
495
$1.44M 0.02%
31,017
+1,031
496
$1.44M 0.02%
5,164
-1,777
497
$1.43M 0.02%
5,651
-1,031
498
$1.43M 0.02%
41,914
-11,657
499
$1.43M 0.02%
46,001
-75
500
$1.42M 0.02%
3,329
+120
18 19
20
21 22