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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.01M 0.01%
15,652
-48
602
$1.01M 0.01%
4,139
+602
603
$1.01M 0.01%
13,846
+881
604
$1.01M 0.01%
28,238
605
$1.01M 0.01%
69,520
+3,000
606
$1M 0.01%
14,618
+828
607
$1M 0.01%
13,777
+3,153
608
$1,000K 0.01%
8,712
-310
609
$992K 0.01%
21,200
+6,664
610
$987K 0.01%
6,985
-669
611
$986K 0.01%
23,953
+2,912
612
$982K 0.01%
23,091
+2,265
613
$982K 0.01%
48,387
614
$981K 0.01%
5,160
+339
615
$980K 0.01%
27,361
+16,253
616
$980K 0.01%
30,136
617
$976K 0.01%
9,835
+1,549
618
$975K 0.01%
13,654
+10,521
619
$974K 0.01%
2,861
+2,223
620
$973K 0.01%
31,583
+174
621
$961K 0.01%
8,240
-288
622
$951K 0.01%
8,724
+134
623
$946K 0.01%
24,431
-2,652
624
$946K 0.01%
14,761
+2,416
625
$946K 0.01%
5,694
-620
23 24
25
26 27