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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
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
826
$13K ﹤0.01%
1,000
827
$13K ﹤0.01%
+500
828
$13K ﹤0.01%
750
829
$13K ﹤0.01%
909
830
$13K ﹤0.01%
1,095
831
$13K ﹤0.01%
320
832
$13K ﹤0.01%
280
-188
833
$13K ﹤0.01%
231
-371
834
$13K ﹤0.01%
274
835
$13K ﹤0.01%
694
-480
836
$13K ﹤0.01%
540
837
$12K ﹤0.01%
422
+219
838
$12K ﹤0.01%
67
839
$12K ﹤0.01%
209
+2
840
$12K ﹤0.01%
146
-3,978
841
$12K ﹤0.01%
+200
842
$12K ﹤0.01%
750
843
$12K ﹤0.01%
332
-279
844
$12K ﹤0.01%
230
-4
845
$12K ﹤0.01%
808
+2
846
$12K ﹤0.01%
1,035
+39
847
$12K ﹤0.01%
2,124
-1,275
848
$12K ﹤0.01%
285
+2
849
$12K ﹤0.01%
1,360
+10
850
$12K ﹤0.01%
+302
32 33
34
35 36