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OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$10.2B
1-Year Est. Return
16.61%
This Fund
S&P 500
1 Year Est. Return
+16.61%
AUM
$684M
AUM Growth
+$91.2M
(+15%)
Holding
1,240
Top Buys
| 1 | +$4.07M | |
| 2 | +$2.3M | |
| 3 | +$2.22M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.06M |
| 5 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
+$1.99M |
Top Sells
| 1 | +$2.37M | |
| 2 | +$2.05M | |
| 3 | +$1.54M | |
| 4 |
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
|
+$1.49M |
| 5 |
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% |