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
601
$27K ﹤0.01%
+300
602
$27K ﹤0.01%
145
+140
603
$27K ﹤0.01%
1,499
604
$27K ﹤0.01%
234
-138
605
$27K ﹤0.01%
370
606
$27K ﹤0.01%
93
+4
607
$27K ﹤0.01%
+450
608
$27K ﹤0.01%
885
609
$27K ﹤0.01%
+1,005
610
$27K ﹤0.01%
+160
611
$26K ﹤0.01%
610
612
$26K ﹤0.01%
239
-26
613
$26K ﹤0.01%
1,174
614
$26K ﹤0.01%
1,280
615
$26K ﹤0.01%
1,050
+3
616
$26K ﹤0.01%
417
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617
$26K ﹤0.01%
717
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618
$26K ﹤0.01%
+810
619
$26K ﹤0.01%
+3,035
620
$26K ﹤0.01%
649
+78
621
$26K ﹤0.01%
600
622
$26K ﹤0.01%
3,412
-6,632
623
$26K ﹤0.01%
2,504
-294
624
$25K ﹤0.01%
1,186
-33
625
$25K ﹤0.01%
411
-85
23 24
25
26 27