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
676
$20K 0.01%
+287
677
$20K 0.01%
+638
678
$20K 0.01%
+300
679
$20K 0.01%
+800
680
$20K 0.01%
+130
681
$20K 0.01%
+244
682
$20K 0.01%
+142
683
$20K 0.01%
+420
684
$20K 0.01%
+280
685
$19K 0.01%
+157
686
$19K 0.01%
+764
687
$19K 0.01%
+250
688
$19K 0.01%
+402
689
$19K 0.01%
+1,329
690
$19K 0.01%
+464
691
$19K 0.01%
+585
692
$19K 0.01%
+500
693
$19K 0.01%
+375
694
$19K 0.01%
+306
695
$19K 0.01%
+628
696
$19K 0.01%
+2,000
697
$19K 0.01%
+1,350
698
$19K 0.01%
+300
699
$19K 0.01%
+225
700
$19K 0.01%
+360