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
601
$208K 0.01%
+12,150
602
$208K 0.01%
19,913
+7,223
603
$207K 0.01%
10,470
+1,402
604
$207K 0.01%
1,608
-718
605
$206K 0.01%
+5,065
606
$206K 0.01%
+725
607
$205K 0.01%
+3,223
608
$205K 0.01%
7,015
609
$205K 0.01%
7,727
-1,206
610
$204K 0.01%
+1,359
611
$204K 0.01%
18,901
+5,454
612
$204K 0.01%
+3,700
613
$204K 0.01%
8,144
+81
614
$203K 0.01%
+15,857
615
$203K 0.01%
622
-309
616
$202K 0.01%
10,185
-1,265
617
$202K 0.01%
2,471
-511
618
$201K 0.01%
+1,453
619
$200K 0.01%
+4,237
620
$197K 0.01%
+456
621
$194K 0.01%
17,102
-845
622
$192K 0.01%
+10,192
623
$189K 0.01%
10,000
624
$183K 0.01%
10,000
625
$181K 0.01%
18,594
23 24
25
26 27