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
$2.64B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.63M
3
+$6.6M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$6.27M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.11M

Top Sells

1
+$8.88M
2
+$3.77M
3
+$2.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$1.7M

Sector Composition

1 Technology 6.26%
2 Financials 3.42%
3 Healthcare 3.06%
4 Communication Services 2.25%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$237K 0.01%
1,341
-1,461
652
$236K 0.01%
17,928
+882
653
$236K 0.01%
25,761
+176
654
$235K 0.01%
2,407
-293
655
$235K 0.01%
+7,288
656
$235K 0.01%
3,310
+18
657
$233K 0.01%
6,338
-1,274
658
$233K 0.01%
3,315
659
$233K 0.01%
+3,553
660
$232K 0.01%
5,829
-300
661
$232K 0.01%
1,812
+320
662
$232K 0.01%
1,901
+242
663
$229K 0.01%
5,750
664
$227K 0.01%
+4,230
665
$225K 0.01%
+2,490
666
$224K 0.01%
335
-474
667
$224K 0.01%
1,888
-1,559
668
$223K 0.01%
1,399
-200
669
$223K 0.01%
6,346
+267
670
$223K 0.01%
+6,138
671
$219K 0.01%
4,516
672
$218K 0.01%
3,754
673
$218K 0.01%
+2,126
674
$218K 0.01%
+1,376
675
$217K 0.01%
+3,090
25 26
27
28 29