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
526
$279K 0.01%
2,343
-199
527
$279K 0.01%
1,661
+70
528
$275K 0.01%
+1,451
529
$274K 0.01%
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$272K 0.01%
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531
$271K 0.01%
2,953
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532
$271K 0.01%
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533
$268K 0.01%
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534
$267K 0.01%
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535
$267K 0.01%
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536
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6,321
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537
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538
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2,000
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539
$259K 0.01%
4,224
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$258K 0.01%
4,462
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541
$258K 0.01%
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542
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544
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25,116
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545
$254K 0.01%
852
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547
$251K 0.01%
3,388
-11
548
$251K 0.01%
14,564
-1,505
549
$249K 0.01%
10,934
-1,436
550
$246K 0.01%
7,351
-1,442
20 21
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