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
$2.64B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.63M
3
+$6.6M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$6.27M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.11M

Top Sells

1
+$8.88M
2
+$3.77M
3
+$2.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$1.7M

Sector Composition

1 Technology 6.26%
2 Financials 3.42%
3 Healthcare 3.06%
4 Communication Services 2.25%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$348K 0.01%
7,624
552
$347K 0.01%
5,298
-277
553
$347K 0.01%
11,107
554
$346K 0.01%
15,880
+1,425
555
$345K 0.01%
36,584
+3,937
556
$342K 0.01%
19,360
+2,004
557
$340K 0.01%
4,293
-42
558
$338K 0.01%
12,200
559
$337K 0.01%
9,848
-2,489
560
$336K 0.01%
3,221
-690
561
$334K 0.01%
2,602
+457
562
$332K 0.01%
13,770
+958
563
$328K 0.01%
5,566
+1
564
$328K 0.01%
9,813
+1,237
565
$326K 0.01%
11,483
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566
$326K 0.01%
2,160
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567
$325K 0.01%
2,460
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568
$325K 0.01%
6,379
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569
$325K 0.01%
11,230
570
$324K 0.01%
5,081
+737
571
$322K 0.01%
8,557
572
$321K 0.01%
5,267
-1,254
573
$321K 0.01%
2,406
-477
574
$320K 0.01%
+3,742
575
$315K 0.01%
1,791
+300
21 22
23
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