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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$443K 0.01%
2,577
-432
777
$442K 0.01%
120,834
-5
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$441K 0.01%
6,325
-19
779
$441K 0.01%
1,109
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780
$441K 0.01%
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781
$440K 0.01%
3,057
+286
782
$438K 0.01%
3,906
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783
$438K 0.01%
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$437K 0.01%
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19,285
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786
$436K 0.01%
2,201
+181
787
$435K 0.01%
3,650
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788
$434K 0.01%
3,651
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789
$431K 0.01%
8,166
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790
$428K 0.01%
13,675
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$427K 0.01%
13,081
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793
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46,292
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794
$427K 0.01%
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795
$427K 0.01%
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796
$425K 0.01%
9,387
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797
$425K 0.01%
8,375
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798
$423K 0.01%
31,902
+1,984
799
$421K 0.01%
14,965
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800
$421K 0.01%
12,292
-5,918
30 31
32
33 34