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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$48K 0.01%
6,000
+1,000
502
$48K 0.01%
948
-10
503
$47K 0.01%
809
+6
504
$47K 0.01%
1,887
+6
505
$47K 0.01%
900
506
$47K 0.01%
192
507
$47K 0.01%
390
+5
508
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509
$46K 0.01%
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510
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2,739
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511
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560
512
$45K 0.01%
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513
$45K 0.01%
363
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514
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630
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515
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516
$44K 0.01%
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517
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537
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518
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519
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520
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415
521
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554
522
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740
523
$43K 0.01%
235
524
$43K 0.01%
516
+1
525
$42K 0.01%
590
19 20
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