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
826
$12K ﹤0.01%
+2,485
827
$12K ﹤0.01%
722
+22
828
$11K ﹤0.01%
+384
829
$11K ﹤0.01%
+400
830
$11K ﹤0.01%
996
+17
831
$11K ﹤0.01%
130
832
$11K ﹤0.01%
1,250
-750
833
$11K ﹤0.01%
+414
834
$11K ﹤0.01%
483
+2
835
$11K ﹤0.01%
+870
836
$11K ﹤0.01%
283
+3
837
$11K ﹤0.01%
228
838
$11K ﹤0.01%
369
839
$11K ﹤0.01%
+747
840
$11K ﹤0.01%
2,010
841
$11K ﹤0.01%
260
-210
842
$11K ﹤0.01%
15,555
-132
843
$11K ﹤0.01%
1,095
844
$10K ﹤0.01%
+545
845
$10K ﹤0.01%
+320
846
$10K ﹤0.01%
614
847
$10K ﹤0.01%
159
+34
848
$10K ﹤0.01%
+120
849
$10K ﹤0.01%
+3,000
850
$10K ﹤0.01%
300
-250
32 33
34
35 36