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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$863K 0.01%
11,493
-1,206
552
$862K 0.01%
3,657
-404
553
$861K 0.01%
17,260
+186
554
$859K 0.01%
22,900
555
$858K 0.01%
5,068
-1,005
556
$856K 0.01%
8,329
-1,446
557
$853K 0.01%
14,794
558
$848K 0.01%
9,595
+153
559
$847K 0.01%
17,944
-2,176
560
$847K 0.01%
9,207
-1,777
561
$836K 0.01%
16,539
-413
562
$829K 0.01%
33,402
+6,356
563
$828K 0.01%
22,540
-668
564
$825K 0.01%
14,252
+483
565
$821K 0.01%
8,961
+408
566
$819K 0.01%
26,092
+14,718
567
$817K 0.01%
19,088
+1,968
568
$812K 0.01%
14,116
-1,873
569
$810K 0.01%
31,602
-11,524
570
$808K 0.01%
10,564
+6,223
571
$807K 0.01%
3,167
+311
572
$804K 0.01%
18,532
+7,682
573
$803K 0.01%
13,322
-2,116
574
$803K 0.01%
7,554
+114
575
$799K 0.01%
4,146
+98
21 22
23
24 25