OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
-4.27%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$2.64B
AUM Growth
-$53.1M
(-2%)
Cap. Flow
+$78.3M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
40.32%
Holding
842
New
72
Increased
378
Reduced
237
Closed
100
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
+$7M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$6.63M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$6.6M |
| 4 |
SPDR S&P Kensho New Economies Composite ETF
KOMP
|
+$6.27M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$6.11M |
Top Sells
| 1 |
CERN
Cerner Corp
CERN
|
+$8.88M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$3.77M |
| 3 |
ARK Innovation ETF
ARKK
|
+$2.38M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.78M |
| 5 |
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% |
