OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
+4.97%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$2.13B
AUM Growth
+$220M
(+12%)
Cap. Flow
+$143M
Cap. Flow
% of AUM
6.71%
Top 10 Holdings %
Top 10 Hldgs %
38.19%
Holding
716
New
71
Increased
278
Reduced
252
Closed
51
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$22.5M |
| 2 |
Columbia Diversified Fixed Income Allocation ETF
DIAL
|
$17.1M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$15.6M |
| 4 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$9.92M |
| 5 |
Roblox
RBLX
|
$8.93M |
Top Sells
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Healthcare | 3.66% |
| 3 | Financials | 3.48% |
| 4 | Communication Services | 3.01% |
| 5 | Consumer Discretionary | 2.5% |
