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
$335M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$16.8M
3 +$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$16K ﹤0.01%
+350
752
$16K ﹤0.01%
+306
753
$16K ﹤0.01%
+227
754
$16K ﹤0.01%
+302
755
$16K ﹤0.01%
+570
756
$16K ﹤0.01%
+204
757
$16K ﹤0.01%
+750
758
$16K ﹤0.01%
+205
759
$16K ﹤0.01%
+555
760
$16K ﹤0.01%
+16
761
$15K ﹤0.01%
+755
762
$15K ﹤0.01%
+4,000
763
$15K ﹤0.01%
+286
764
$15K ﹤0.01%
+296
765
$15K ﹤0.01%
+223
766
$15K ﹤0.01%
+229
767
$15K ﹤0.01%
+1,470
768
$15K ﹤0.01%
+1,095
769
$15K ﹤0.01%
+739
770
$15K ﹤0.01%
+900
771
$15K ﹤0.01%
+97
772
$15K ﹤0.01%
+909
773
$15K ﹤0.01%
+300
774
$14K ﹤0.01%
+364
775
$14K ﹤0.01%
+161