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
$2.42B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.5M
3
+$12.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$10.9M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.4M

Top Sells

1
+$7.15M
2
+$4.69M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$2.51M

Sector Composition

1 Technology 5.23%
2 Financials 3.53%
3 Healthcare 3.18%
4 Communication Services 2.82%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$300K 0.01%
5,750
+1,526
552
$298K 0.01%
12,343
+1,830
553
$297K 0.01%
10,442
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554
$296K 0.01%
8,900
+1,700
555
$294K 0.01%
3,388
-28,896
556
$294K 0.01%
+5,815
557
$292K 0.01%
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558
$291K 0.01%
4,392
-1,588
559
$288K 0.01%
7,840
-16,863
560
$287K 0.01%
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561
$287K 0.01%
1,605
-56
562
$285K 0.01%
2,656
+41
563
$285K 0.01%
+4,690
564
$284K 0.01%
+10,690
565
$284K 0.01%
+1,712
566
$284K 0.01%
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567
$283K 0.01%
6,068
568
$278K 0.01%
5,426
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569
$278K 0.01%
+1,307
570
$277K 0.01%
1,741
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571
$276K 0.01%
5,422
-29,446
572
$274K 0.01%
+1,856
573
$274K 0.01%
23,789
+4,888
574
$272K 0.01%
2,465
575
$271K 0.01%
25,289
+173
21 22
23
24 25