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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$558K 0.01%
2,125
+293
702
$558K 0.01%
995
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703
$557K 0.01%
1,396
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704
$554K 0.01%
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2,838
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707
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11,605
-7,425
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$551K 0.01%
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$550K 0.01%
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710
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711
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17,096
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712
$548K 0.01%
7,477
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$548K 0.01%
4,350
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2,481
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715
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13,501
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716
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20,689
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719
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21,226
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720
$528K 0.01%
7,118
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721
$528K 0.01%
942
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722
$528K 0.01%
4,213
+19
723
$528K 0.01%
3,217
+270
724
$527K 0.01%
18,000
725
$526K 0.01%
2,769
-538
27 28
29
30 31