OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
+4.77%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$4.52B
AUM Growth
+$255M
(+6%)
Cap. Flow
+$73.4M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
25.65%
Holding
1,066
New
99
Increased
400
Reduced
447
Closed
57
Top Buys
| 1 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$25.5M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$21.2M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$14M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$9.12M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$9.03M |
Top Sells
Sector Composition
| 1 | Technology | 6.65% |
| 2 | Healthcare | 3.84% |
| 3 | Financials | 2.69% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Industrials | 2.28% |
