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
$1.44B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.28M
3
+$5.88M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$5.4M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.33M

Top Sells

1
+$9.39M
2
+$4.16M
3
+$3.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.37M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.44M

Sector Composition

1 Technology 7.74%
2 Healthcare 4.51%
3 Financials 3.32%
4 Consumer Discretionary 2.93%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$233K 0.02%
+3,962
502
$233K 0.02%
+3,962
503
$232K 0.02%
1,154
+23
504
$231K 0.02%
13,571
505
$229K 0.02%
14,503
-2,415
506
$228K 0.02%
+2,857
507
$228K 0.02%
5,181
-2,257
508
$228K 0.02%
3,558
-57
509
$227K 0.02%
2,088
-105
510
$226K 0.02%
2,731
-1,226
511
$225K 0.02%
3,000
512
$224K 0.02%
+752
513
$224K 0.02%
1,566
-295
514
$224K 0.02%
+5,260
515
$223K 0.02%
+1,985
516
$223K 0.02%
2,280
+7
517
$220K 0.02%
+3,327
518
$220K 0.02%
16,089
+244
519
$220K 0.02%
7,765
-150
520
$219K 0.02%
2,636
-3,064
521
$218K 0.02%
+8,320
522
$217K 0.02%
32,563
-14,176
523
$216K 0.01%
4,472
+115
524
$216K 0.01%
5,700
525
$215K 0.01%
4,265
-750
19 20
21
22 23