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
551
$245K 0.01%
4,806
+137
552
$245K 0.01%
3,990
+78
553
$243K 0.01%
6,068
-1
554
$240K 0.01%
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555
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8,729
556
$240K 0.01%
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557
$239K 0.01%
15,370
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558
$237K 0.01%
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559
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-934
560
$237K 0.01%
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561
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4,026
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562
$235K 0.01%
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563
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+1,012
564
$234K 0.01%
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565
$231K 0.01%
10,513
-1,676
566
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567
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6,300
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570
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717
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$229K 0.01%
7,200
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572
$229K 0.01%
+3,878
573
$229K 0.01%
3,817
+323
574
$227K 0.01%
19,498
-2,622
575
$226K 0.01%
+3,315
21 22
23
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