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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$33K 0.01%
951
-1,000
552
$33K 0.01%
585
+35
553
$33K 0.01%
+525
554
$32K 0.01%
700
555
$32K 0.01%
+750
556
$32K 0.01%
960
557
$32K 0.01%
603
558
$32K 0.01%
+432
559
$32K 0.01%
+2,065
560
$31K 0.01%
602
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561
$31K 0.01%
759
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562
$31K 0.01%
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563
$31K 0.01%
704
564
$31K 0.01%
277
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565
$31K 0.01%
600
566
$31K 0.01%
1,770
567
$31K 0.01%
+2,950
568
$31K 0.01%
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569
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$31K 0.01%
9,000
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571
$31K 0.01%
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572
$31K 0.01%
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573
$30K 0.01%
590
574
$30K 0.01%
1,447
575
$30K 0.01%
613
+47
21 22
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