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
751
$16K ﹤0.01%
100
-100
752
$16K ﹤0.01%
1,090
+300
753
$16K ﹤0.01%
155
754
$16K ﹤0.01%
1,350
755
$16K ﹤0.01%
500
756
$16K ﹤0.01%
800
757
$16K ﹤0.01%
1,333
-4,057
758
$16K ﹤0.01%
+1,100
759
$15K ﹤0.01%
1,000
760
$15K ﹤0.01%
375
761
$15K ﹤0.01%
400
762
$15K ﹤0.01%
346
763
$15K ﹤0.01%
141
+105
764
$15K ﹤0.01%
1,650
+150
765
$15K ﹤0.01%
525
+40
766
$15K ﹤0.01%
+627
767
$15K ﹤0.01%
+500
768
$15K ﹤0.01%
+93
769
$15K ﹤0.01%
325
770
$15K ﹤0.01%
+540
771
$15K ﹤0.01%
+1,000
772
$15K ﹤0.01%
600
773
$14K ﹤0.01%
+73
774
$14K ﹤0.01%
+300
775
$14K ﹤0.01%
4,000
29 30
31
32 33