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
726
$18K ﹤0.01%
+83
727
$18K ﹤0.01%
+1,546
728
$17K ﹤0.01%
+480
729
$17K ﹤0.01%
+316
730
$17K ﹤0.01%
700
731
$17K ﹤0.01%
1,181
-184
732
$17K ﹤0.01%
2,396
+85
733
$17K ﹤0.01%
280
734
$17K ﹤0.01%
644
735
$17K ﹤0.01%
951
-1,784
736
$17K ﹤0.01%
103
737
$17K ﹤0.01%
562
-215
738
$17K ﹤0.01%
455
739
$17K ﹤0.01%
364
+51
740
$17K ﹤0.01%
384
-145
741
$17K ﹤0.01%
688
-277
742
$17K ﹤0.01%
+225
743
$17K ﹤0.01%
+230
744
$16K ﹤0.01%
+458
745
$16K ﹤0.01%
1,248
746
$16K ﹤0.01%
131
-138
747
$16K ﹤0.01%
+814
748
$16K ﹤0.01%
+500
749
$16K ﹤0.01%
+676
750
$16K ﹤0.01%
650
28 29
30
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