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
526
$215K 0.01%
+12,741
527
$213K 0.01%
15,899
+4,944
528
$213K 0.01%
1,883
-383
529
$211K 0.01%
775
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530
$211K 0.01%
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531
$210K 0.01%
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532
$210K 0.01%
6,038
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533
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534
$208K 0.01%
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535
$208K 0.01%
5,474
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536
$207K 0.01%
2,578
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537
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538
$205K 0.01%
7,539
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$205K 0.01%
4,246
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$204K 0.01%
5,720
-2,359
541
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$201K 0.01%
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546
$201K 0.01%
7,418
-2,977
547
$201K 0.01%
+2,389
548
$199K 0.01%
+4,803
549
$197K 0.01%
23,315
+100
550
$189K 0.01%
+5,175
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