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
$2.42B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.5M
3
+$12.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$10.9M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.4M

Top Sells

1
+$7.15M
2
+$4.69M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$2.51M

Sector Composition

1 Technology 5.23%
2 Financials 3.53%
3 Healthcare 3.18%
4 Communication Services 2.82%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$251K 0.01%
+1,623
602
$249K 0.01%
+1,568
603
$248K 0.01%
3,367
-749
604
$248K 0.01%
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605
$247K 0.01%
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606
$247K 0.01%
3,881
+3
607
$246K 0.01%
1,008
-1,213
608
$246K 0.01%
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609
$245K 0.01%
4,516
610
$243K 0.01%
+2,638
611
$242K 0.01%
3,107
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612
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20,382
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613
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614
$241K 0.01%
24,492
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615
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616
$240K 0.01%
3,315
617
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618
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619
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12,140
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620
$233K 0.01%
779
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621
$233K 0.01%
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$233K 0.01%
2,827
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623
$232K 0.01%
8,780
-68
624
$232K 0.01%
4,520
625
$231K 0.01%
+1,117
23 24
25
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