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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$761K 0.01%
61,954
+3,461
702
$761K 0.01%
3,082
+1
703
$760K 0.01%
16,453
-315
704
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3,339
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705
$759K 0.01%
6,811
-161
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25,312
+7,781
707
$755K 0.01%
7,054
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708
$752K 0.01%
12,360
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709
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9,686
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710
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9,544
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711
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9,769
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712
$747K 0.01%
33,684
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713
$744K 0.01%
15,819
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714
$743K 0.01%
14,018
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715
$743K 0.01%
2,204
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717
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9,250
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718
$740K 0.01%
24,577
-13,039
719
$735K 0.01%
71,777
-1,549
720
$735K 0.01%
1,246
+225
721
$734K 0.01%
14,239
-2,344
722
$727K 0.01%
+24,950
723
$721K 0.01%
+10,818
724
$721K 0.01%
66,057
-764
725
$720K 0.01%
28,056
+311
27 28
29
30 31