OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.01B
1-Year Est. Return 12.67%
This Quarter Est. Return
1 Year Est. Return
+12.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.5%
11,920
+858
52
$3.12M 0.46%
61,338
+5,358
53
$3.1M 0.45%
24,230
+1,226
54
$2.92M 0.43%
23,355
+5,164
55
$2.91M 0.43%
32,460
+6,460
56
$2.75M 0.4%
27,366
+270
57
$2.74M 0.4%
91,092
+5,190
58
$2.73M 0.4%
152,691
+721
59
$2.69M 0.39%
28,234
+2,056
60
$2.69M 0.39%
22,716
+981
61
$2.61M 0.38%
78,347
-153
62
$2.47M 0.36%
16,017
-34
63
$2.43M 0.36%
46,157
-7,445
64
$2.37M 0.35%
13,723
+13,546
65
$2.37M 0.35%
8,914
+93
66
$2.33M 0.34%
46,757
+14,717
67
$2.29M 0.34%
77,196
-722
68
$2.26M 0.33%
69,057
+1,467
69
$2.25M 0.33%
13,294
-15
70
$2.22M 0.32%
58,045
+4,565
71
$2.13M 0.31%
15,306
-56
72
$2.11M 0.31%
41,602
73
$2.03M 0.3%
+72,066
74
$1.97M 0.29%
42,367
+30
75
$1.95M 0.29%
27,461
-397
1 2
3
4 5