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
$2.13B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.1M
3
+$15.6M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$9.92M
5
RBLX icon
Roblox
RBLX
+$8.93M

Top Sells

1
+$9.24M
2
+$4.02M
3
+$2.63M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.49M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$2.15M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.66%
3 Financials 3.48%
4 Communication Services 3.01%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$226K 0.01%
24,230
+2,030
577
$225K 0.01%
2,636
578
$225K 0.01%
2,859
-675
579
$224K 0.01%
3,340
+235
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$224K 0.01%
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581
$223K 0.01%
+1,826
582
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+4,533
583
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584
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585
$220K 0.01%
6,599
-1,351
586
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+1,086
587
$218K 0.01%
1,193
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588
$218K 0.01%
8,320
589
$217K 0.01%
6,382
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590
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+8,848
591
$213K 0.01%
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592
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593
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594
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595
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2,481
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596
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597
$209K 0.01%
10,407
598
$209K 0.01%
4,520
599
$209K 0.01%
+790
600
$208K 0.01%
+11,310
22 23
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