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
$2.13B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.1M
3
+$15.6M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$9.92M
5
RBLX icon
Roblox
RBLX
+$8.93M

Top Sells

1
+$9.24M
2
+$4.02M
3
+$2.63M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.49M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$2.15M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.66%
3 Financials 3.48%
4 Communication Services 3.01%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$306K 0.01%
9,424
-2,115
502
$305K 0.01%
9,759
+3,107
503
$304K 0.01%
1,500
-250
504
$303K 0.01%
+13,211
505
$302K 0.01%
5,034
+115
506
$298K 0.01%
3,518
-9
507
$297K 0.01%
4,972
-400
508
$296K 0.01%
2,245
+309
509
$294K 0.01%
4,599
-1,311
510
$291K 0.01%
14,001
-14,281
511
$291K 0.01%
4,378
512
$290K 0.01%
6,016
-100
513
$288K 0.01%
1,421
+25
514
$288K 0.01%
846
+142
515
$287K 0.01%
1,473
+40
516
$287K 0.01%
+123
517
$286K 0.01%
3,310
+399
518
$286K 0.01%
681
-61
519
$285K 0.01%
2,088
520
$285K 0.01%
7,610
-205
521
$284K 0.01%
7,381
+1,103
522
$283K 0.01%
4,618
-288
523
$279K 0.01%
+3,322
524
$279K 0.01%
1,978
+253
525
$279K 0.01%
2,465
19 20
21
22 23