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
701
$19K ﹤0.01%
162
-994
702
$19K ﹤0.01%
134
703
$19K ﹤0.01%
+317
704
$19K ﹤0.01%
+208
705
$19K ﹤0.01%
+293
706
$19K ﹤0.01%
1,464
-2,015
707
$19K ﹤0.01%
205
+32
708
$19K ﹤0.01%
+2,104
709
$19K ﹤0.01%
1,367
+17
710
$19K ﹤0.01%
405
711
$19K ﹤0.01%
+335
712
$19K ﹤0.01%
+589
713
$19K ﹤0.01%
679
714
$19K ﹤0.01%
1,874
715
$19K ﹤0.01%
409
+280
716
$18K ﹤0.01%
843
+123
717
$18K ﹤0.01%
866
718
$18K ﹤0.01%
+1,546
719
$18K ﹤0.01%
186
-1,847
720
$18K ﹤0.01%
+450
721
$18K ﹤0.01%
+600
722
$18K ﹤0.01%
+83
723
$18K ﹤0.01%
700
724
$18K ﹤0.01%
129
-13
725
$18K ﹤0.01%
483
27 28
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