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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$25K ﹤0.01%
+476
627
$25K ﹤0.01%
411
628
$25K ﹤0.01%
140
629
$25K ﹤0.01%
220
-1,722
630
$25K ﹤0.01%
+370
631
$25K ﹤0.01%
+166
632
$25K ﹤0.01%
+1,047
633
$25K ﹤0.01%
290
-220
634
$25K ﹤0.01%
+908
635
$25K ﹤0.01%
420
636
$25K ﹤0.01%
793
-174
637
$25K ﹤0.01%
2,003
+686
638
$24K ﹤0.01%
860
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639
$24K ﹤0.01%
245
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640
$24K ﹤0.01%
860
641
$24K ﹤0.01%
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642
$24K ﹤0.01%
727
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$24K ﹤0.01%
482
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644
$24K ﹤0.01%
+2,307
645
$24K ﹤0.01%
284
646
$24K ﹤0.01%
+475
647
$24K ﹤0.01%
420
648
$24K ﹤0.01%
405
-1,626
649
$24K ﹤0.01%
1,006
650
$24K ﹤0.01%
+502
24 25
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