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
$477M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11.8M
3
+$4.23M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.86M

Top Sells

1
+$9.24M
2
+$7.34M
3
+$2.98M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
JNJ icon
Johnson & Johnson
JNJ
+$771K

Sector Composition

1 Financials 5.75%
2 Industrials 4.02%
3 Technology 3.25%
4 Energy 2.92%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$18K ﹤0.01%
223
777
$18K ﹤0.01%
288
+2
778
$18K ﹤0.01%
174
+26
779
$18K ﹤0.01%
549
780
$18K ﹤0.01%
1,500
781
$18K ﹤0.01%
+1,011
782
$18K ﹤0.01%
134
783
$18K ﹤0.01%
1,515
-145
784
$18K ﹤0.01%
312
+154
785
$18K ﹤0.01%
989
786
$18K ﹤0.01%
268
+6
787
$18K ﹤0.01%
755
+1
788
$18K ﹤0.01%
280
789
$18K ﹤0.01%
650
-500
790
$17K ﹤0.01%
3,112
+1,800
791
$17K ﹤0.01%
458
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792
$17K ﹤0.01%
336
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793
$17K ﹤0.01%
440
794
$17K ﹤0.01%
2,000
795
$17K ﹤0.01%
80
796
$17K ﹤0.01%
1,350
797
$17K ﹤0.01%
+533
798
$17K ﹤0.01%
101
-9
799
$17K ﹤0.01%
219
-42
800
$17K ﹤0.01%
601
-900
30 31
32
33 34