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
676
$21K ﹤0.01%
468
-15
677
$21K ﹤0.01%
76
+55
678
$21K ﹤0.01%
400
679
$21K ﹤0.01%
75
680
$21K ﹤0.01%
+500
681
$21K ﹤0.01%
540
682
$21K ﹤0.01%
323
-203
683
$21K ﹤0.01%
838
684
$21K ﹤0.01%
360
685
$21K ﹤0.01%
370
-250
686
$21K ﹤0.01%
+5,000
687
$21K ﹤0.01%
400
688
$20K ﹤0.01%
611
+283
689
$20K ﹤0.01%
+130
690
$20K ﹤0.01%
510
691
$20K ﹤0.01%
+250
692
$20K ﹤0.01%
3,399
+100
693
$20K ﹤0.01%
775
-154
694
$20K ﹤0.01%
+1,275
695
$20K ﹤0.01%
772
+402
696
$20K ﹤0.01%
135
-426
697
$20K ﹤0.01%
250
698
$20K ﹤0.01%
734
-162
699
$20K ﹤0.01%
5,000
700
$20K ﹤0.01%
926
-260
26 27
28
29 30