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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$39K 0.01%
679
502
$39K 0.01%
+3,186
503
$38K 0.01%
554
504
$38K 0.01%
835
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505
$38K 0.01%
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506
$38K 0.01%
507
507
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508
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+2,699
509
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900
510
$38K 0.01%
515
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511
$38K 0.01%
1,300
512
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750
513
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775
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514
$37K 0.01%
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-146
515
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516
$37K 0.01%
864
-1,920
517
$37K 0.01%
+625
518
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519
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520
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$36K 0.01%
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523
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1,458
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524
$36K 0.01%
1,796
-155
525
$36K 0.01%
366
+125
19 20
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