OIA

OneDigital Investment Advisors Portfolio holdings

AUM $10.2B
1-Year Est. Return 16.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.3M
3
+$2.22M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.06M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.99M

Top Sells

1
+$2.37M
2
+$2.05M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$17K ﹤0.01%
1,350
777
$17K ﹤0.01%
319
778
$17K ﹤0.01%
134
-249
779
$17K ﹤0.01%
+602
780
$17K ﹤0.01%
118
+13
781
$17K ﹤0.01%
400
782
$17K ﹤0.01%
1,650
783
$17K ﹤0.01%
1,000
784
$17K ﹤0.01%
324
-81
785
$17K ﹤0.01%
681
+5
786
$17K ﹤0.01%
+695
787
$16K ﹤0.01%
100
788
$16K ﹤0.01%
103
789
$16K ﹤0.01%
675
790
$16K ﹤0.01%
345
+9
791
$16K ﹤0.01%
134
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792
$16K ﹤0.01%
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793
$16K ﹤0.01%
900
794
$16K ﹤0.01%
508
+8
795
$16K ﹤0.01%
3,000
+990
796
$15K ﹤0.01%
320
-89
797
$15K ﹤0.01%
1,470
798
$15K ﹤0.01%
1,941
-455
799
$15K ﹤0.01%
454
+194
800
$15K ﹤0.01%
556
30 31
32
33 34