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
$335M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$16.8M
3 +$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$24K 0.01%
+480
627
$24K 0.01%
+885
628
$24K 0.01%
+3,100
629
0
630
$24K 0.01%
+391
631
$24K 0.01%
+1,072
632
$23K 0.01%
+446
633
$23K 0.01%
+418
634
$23K 0.01%
+261
635
$23K 0.01%
+510
636
$23K 0.01%
+142
637
$23K 0.01%
+508
638
$23K 0.01%
+400
639
$23K 0.01%
+373
640
$23K 0.01%
+206
641
$22K 0.01%
+294
642
$22K 0.01%
+458
643
$22K 0.01%
+465
644
$22K 0.01%
+1,660
645
$22K 0.01%
+950
646
$22K 0.01%
+218
647
$22K 0.01%
+542
648
$22K 0.01%
+936
649
$22K 0.01%
+174
650
$22K 0.01%
+1,205