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
576
$799K 0.01%
32,465
+19,617
577
$798K 0.01%
829
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578
$793K 0.01%
3,200
-122
579
$792K 0.01%
13,245
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$786K 0.01%
22,995
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581
$784K 0.01%
2,692
-2,080
582
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16,623
-9,660
583
$781K 0.01%
42,567
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584
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5,955
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585
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5,948
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586
$774K 0.01%
2,863
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587
$773K 0.01%
11,415
-3,481
588
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4,688
+121
589
$764K 0.01%
15,191
-12,806
590
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592
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14,506
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593
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594
$755K 0.01%
613
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595
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565
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596
$752K 0.01%
19,188
597
$751K 0.01%
42,150
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598
$748K 0.01%
22,681
-8,799
599
$747K 0.01%
20,086
-579
600
$746K 0.01%
8,556
-1,485
22 23
24
25 26