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
$2.42B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.5M
3
+$12.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$10.9M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.4M

Top Sells

1
+$7.15M
2
+$4.69M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$2.51M

Sector Composition

1 Technology 5.23%
2 Financials 3.53%
3 Healthcare 3.18%
4 Communication Services 2.82%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$351K 0.01%
16,595
-6,975
502
$350K 0.01%
+2,415
503
$350K 0.01%
7,926
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504
$349K 0.01%
+10,530
505
$349K 0.01%
2,328
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506
$347K 0.01%
10,717
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507
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7,391
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508
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3,015
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509
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+2,301
510
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2,691
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511
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220
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512
$342K 0.01%
2,091
513
$341K 0.01%
8,557
514
$341K 0.01%
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515
$341K 0.01%
7,550
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516
$339K 0.01%
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517
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1,752
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520
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609
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521
$334K 0.01%
4,176
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522
$331K 0.01%
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523
$330K 0.01%
6,320
524
$327K 0.01%
9,713
+2,431
525
$327K 0.01%
14,065
19 20
21
22 23