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OIA

OneDigital Investment Advisors Portfolio holdings

AUM $10.2B
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11.8M
3
+$4.2M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.87M

Top Sells

1
+$9.04M
2
+$7.3M
3
+$2.98M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$792K

Sector Composition

1 Financials 5.75%
2 Industrials 4.03%
3 Technology 3.25%
4 Energy 2.92%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$24K 0.01%
505
+2
677
$24K 0.01%
483
-21
678
$24K 0.01%
75
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679
$24K 0.01%
644
680
$24K 0.01%
1,218
-2,062
681
$24K 0.01%
500
682
$24K 0.01%
89
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683
$24K 0.01%
150
684
$24K 0.01%
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685
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142
686
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450
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687
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688
$24K 0.01%
284
689
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690
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400
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$24K 0.01%
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1,874
693
$24K 0.01%
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694
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$24K 0.01%
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$24K 0.01%
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$23K ﹤0.01%
2,385
-188
698
$23K ﹤0.01%
229
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699
$23K ﹤0.01%
209
+31
700
$23K ﹤0.01%
95
26 27
28
29 30