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
$2.13B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.1M
3
+$15.6M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$9.92M
5
RBLX icon
Roblox
RBLX
+$8.93M

Top Sells

1
+$9.24M
2
+$4.02M
3
+$2.63M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.49M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$2.15M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.66%
3 Financials 3.48%
4 Communication Services 3.01%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.42M 0.35%
555,520
+26,920
52
$7.39M 0.35%
68,100
+18,600
53
$7.39M 0.35%
51,255
-4,598
54
$7.31M 0.34%
246,213
-88,442
55
$6.66M 0.31%
448,136
-15,711
56
$6.33M 0.3%
41,559
-1,987
57
$6.27M 0.29%
55,079
+21,011
58
$6.13M 0.29%
124,592
+60,998
59
$6.06M 0.28%
27,387
-284
60
$5.95M 0.28%
154,907
-744
61
$5.86M 0.27%
112,640
-1,535
62
$5.66M 0.26%
47,063
-7,549
63
$5.5M 0.26%
73,442
-114
64
$5.48M 0.26%
98,983
-38,834
65
$5M 0.23%
17,160
66
$5M 0.23%
89,519
-1,321
67
$4.93M 0.23%
29,972
+2,330
68
$4.89M 0.23%
20,104
+397
69
$4.88M 0.23%
128,454
-43,282
70
$4.79M 0.22%
74,894
-2,908
71
$4.56M 0.21%
24,725
+1,644
72
$4.42M 0.21%
113,293
+23,514
73
$4.36M 0.2%
179,244
+9,042
74
$4.35M 0.2%
35,012
-1,410
75
$4.33M 0.2%
14,194
-348
1 2
3
4 5