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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.31M 0.02%
10,917
-144
527
$1.3M 0.02%
4,849
-213
528
$1.28M 0.02%
62,588
+966
529
$1.27M 0.02%
12,295
+77
530
$1.26M 0.02%
18,666
-7,591
531
$1.26M 0.02%
33,586
+6,545
532
$1.26M 0.02%
5,540
+644
533
$1.26M 0.02%
41,893
-436
534
$1.25M 0.01%
10,332
+14
535
$1.25M 0.01%
3,823
+305
536
$1.25M 0.01%
12,219
+1,074
537
$1.25M 0.01%
15,165
+788
538
$1.24M 0.01%
8,526
-2,149
539
$1.24M 0.01%
3,750
+188
540
$1.24M 0.01%
22,949
-431
541
$1.24M 0.01%
11,098
-1,061
542
$1.24M 0.01%
18,359
-14,663
543
$1.24M 0.01%
14,644
+274
544
$1.23M 0.01%
5,180
-631
545
$1.22M 0.01%
9,352
-1,296
546
$1.22M 0.01%
7,413
+476
547
$1.21M 0.01%
23,745
-16,034
548
$1.21M 0.01%
15,613
+4
549
$1.2M 0.01%
3,742
+231
550
$1.2M 0.01%
10,688
+676
20 21
22
23 24