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
776
$14K ﹤0.01%
335
+25
777
$14K ﹤0.01%
1,000
778
$14K ﹤0.01%
+515
779
$14K ﹤0.01%
+282
780
$14K ﹤0.01%
412
781
$14K ﹤0.01%
223
782
$14K ﹤0.01%
319
-1,213
783
$14K ﹤0.01%
+675
784
$14K ﹤0.01%
1,470
785
$14K ﹤0.01%
+196
786
$14K ﹤0.01%
595
787
$14K ﹤0.01%
+900
788
$14K ﹤0.01%
+452
789
$14K ﹤0.01%
+231
790
$14K ﹤0.01%
694
+78
791
$13K ﹤0.01%
207
+1
792
$13K ﹤0.01%
+1,045
793
$13K ﹤0.01%
320
794
$13K ﹤0.01%
274
795
$13K ﹤0.01%
+80
796
$13K ﹤0.01%
106
-31
797
$13K ﹤0.01%
+426
798
$13K ﹤0.01%
336
-8
799
$13K ﹤0.01%
+292
800
$13K ﹤0.01%
+340
30 31
32
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