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
851
$10K ﹤0.01%
+438
852
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+368
853
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+333
854
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855
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+989
856
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857
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+500
858
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+3,400
859
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+165
860
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861
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+600
862
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863
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864
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+469
865
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866
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+100
867
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868
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869
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+100
870
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+300
871
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+96
872
$8K ﹤0.01%
+185
873
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+95
874
$8K ﹤0.01%
+680
875
$8K ﹤0.01%
+120