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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$393K 0.01%
+6,464
827
$392K 0.01%
9,989
-466
828
$392K 0.01%
3,567
+76
829
$384K 0.01%
13,041
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$384K 0.01%
1,477
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831
$382K 0.01%
3,344
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832
$380K 0.01%
39,223
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833
$379K 0.01%
9,843
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834
$378K 0.01%
5,267
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835
$377K 0.01%
3,226
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$377K 0.01%
6,321
837
$377K 0.01%
16,495
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838
$374K 0.01%
10,576
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839
$374K 0.01%
2,393
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840
$373K 0.01%
109,995
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841
$370K 0.01%
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842
$368K 0.01%
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843
$366K 0.01%
2,781
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$365K 0.01%
10,978
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845
$363K 0.01%
9,805
846
$361K 0.01%
2,426
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847
$360K 0.01%
2,184
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848
$360K 0.01%
13,144
-3,560
849
$359K 0.01%
1,326
+217
850
$358K 0.01%
4,909
-7,384
32 33
34
35 36