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
801
$13K ﹤0.01%
400
-450
802
$13K ﹤0.01%
556
803
$13K ﹤0.01%
1,095
804
$13K ﹤0.01%
+525
805
$13K ﹤0.01%
1,000
806
$13K ﹤0.01%
+168
807
$13K ﹤0.01%
909
808
$13K ﹤0.01%
530
809
$13K ﹤0.01%
1,500
810
$13K ﹤0.01%
335
811
$12K ﹤0.01%
53
-116
812
$12K ﹤0.01%
262
+250
813
$12K ﹤0.01%
259
-64
814
$12K ﹤0.01%
234
-41
815
$12K ﹤0.01%
+540
816
$12K ﹤0.01%
92
817
$12K ﹤0.01%
270
818
$12K ﹤0.01%
105
+17
819
$12K ﹤0.01%
+1,535
820
$12K ﹤0.01%
330
821
$12K ﹤0.01%
+419
822
$12K ﹤0.01%
750
823
$12K ﹤0.01%
+1,050
824
$12K ﹤0.01%
215
825
$12K ﹤0.01%
+1,224
31 32
33
34 35