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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$30K 0.01%
724
-1,989
577
$30K 0.01%
3,100
578
$30K 0.01%
+570
579
$30K 0.01%
+172
580
$29K ﹤0.01%
460
+4
581
$29K ﹤0.01%
+328
582
$29K ﹤0.01%
263
583
$29K ﹤0.01%
+715
584
$29K ﹤0.01%
1,377
-60
585
$29K ﹤0.01%
+840
586
$29K ﹤0.01%
+1,565
587
$29K ﹤0.01%
3,004
588
$29K ﹤0.01%
+294
589
$29K ﹤0.01%
342
+1
590
$29K ﹤0.01%
1,500
591
$29K ﹤0.01%
1,272
-117
592
$29K ﹤0.01%
+1,490
593
$28K ﹤0.01%
995
+501
594
$28K ﹤0.01%
+2,600
595
$28K ﹤0.01%
594
-315
596
$28K ﹤0.01%
+175
597
$28K ﹤0.01%
+3,387
598
$28K ﹤0.01%
+177
599
$28K ﹤0.01%
565
+465
600
$28K ﹤0.01%
+6,000
22 23
24
25 26