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
$4.52B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$21.2M
3
+$14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$9.12M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$9.03M

Top Sells

1
+$28.1M
2
+$10.1M
3
+$10.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.78M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$8.31M

Sector Composition

1 Technology 6.65%
2 Healthcare 3.84%
3 Financials 2.69%
4 Consumer Discretionary 2.35%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$302K 0.01%
4,539
-3,385
827
$301K 0.01%
+12,538
828
$299K 0.01%
4,756
+731
829
$298K 0.01%
21,890
-3,237
830
$298K 0.01%
2,016
-330
831
$297K 0.01%
2,635
-37
832
$296K 0.01%
8,269
+6
833
$296K 0.01%
+4,878
834
$295K 0.01%
+22,231
835
$294K 0.01%
6,876
+154
836
$293K 0.01%
9,950
-770
837
$292K 0.01%
2,586
-547
838
$291K 0.01%
1,145
+71
839
$291K 0.01%
991
-8
840
$290K 0.01%
3,578
+33
841
$290K 0.01%
15,394
-1,523
842
$289K 0.01%
844
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843
$288K 0.01%
1,223
-349
844
$286K 0.01%
+4,576
845
$286K 0.01%
+11,903
846
$286K 0.01%
1,486
+96
847
$286K 0.01%
15,695
-10,160
848
$285K 0.01%
11,342
+1,961
849
$283K 0.01%
5,870
-116
850
$282K 0.01%
6,900
+330
32 33
34
35 36