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
$335M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.8M
3
+$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$12K ﹤0.01%
+3,000
827
$12K ﹤0.01%
+613
828
$11K ﹤0.01%
+88
829
$11K ﹤0.01%
+3,496
830
$11K ﹤0.01%
+2,382
831
$11K ﹤0.01%
+163
832
$11K ﹤0.01%
+138
833
$11K ﹤0.01%
+336
834
$11K ﹤0.01%
+66
835
$11K ﹤0.01%
+100
836
$11K ﹤0.01%
+281
837
$11K ﹤0.01%
+101
838
$11K ﹤0.01%
+227
839
$11K ﹤0.01%
+400
840
$11K ﹤0.01%
+210
841
$11K ﹤0.01%
+700
842
$10K ﹤0.01%
+303
843
$10K ﹤0.01%
+130
844
$10K ﹤0.01%
+103
845
$10K ﹤0.01%
+535
846
$10K ﹤0.01%
+250
847
$10K ﹤0.01%
+135
848
$10K ﹤0.01%
+2,000
849
$10K ﹤0.01%
+320
850
$10K ﹤0.01%
+107
32 33
34
35 36