OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
+5.83%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$4.26B
AUM Growth
+$819M
(+24%)
Cap. Flow
+$640M
Cap. Flow
% of AUM
15%
Top 10 Holdings %
Top 10 Hldgs %
25.19%
Holding
1,000
New
180
Increased
491
Reduced
254
Closed
33
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$61.3M |
| 2 |
iShares MBS ETF
MBB
|
$53.1M |
| 3 |
CVS Health
CVS
|
$49.7M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$45.2M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$40.2M |
Top Sells
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Healthcare | 4.14% |
| 3 | Financials | 2.57% |
| 4 | Industrials | 2.13% |
| 5 | Consumer Discretionary | 2.07% |
