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
651
$23K ﹤0.01%
5,945
-3,468
652
$23K ﹤0.01%
478
-27
653
$23K ﹤0.01%
+233
654
$23K ﹤0.01%
95
655
$23K ﹤0.01%
1,197
-161
656
$23K ﹤0.01%
1,397
-153
657
$23K ﹤0.01%
874
-118
658
$23K ﹤0.01%
383
-571
659
$23K ﹤0.01%
268
-665
660
$23K ﹤0.01%
+443
661
$23K ﹤0.01%
201
+101
662
$23K ﹤0.01%
+232
663
$23K ﹤0.01%
+3,912
664
$22K ﹤0.01%
+23
665
$22K ﹤0.01%
635
666
$22K ﹤0.01%
229
667
$22K ﹤0.01%
20,000
668
$22K ﹤0.01%
140
669
$22K ﹤0.01%
26
670
$22K ﹤0.01%
380
+10
671
$22K ﹤0.01%
1,466
-3,249
672
$22K ﹤0.01%
500
673
$22K ﹤0.01%
186
674
$22K ﹤0.01%
1,009
-206
675
$21K ﹤0.01%
203
25 26
27
28 29