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
$477M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$11.8M
3
+$4.23M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.86M

Top Sells

1
+$9.24M
2
+$7.34M
3
+$2.98M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
JNJ icon
Johnson & Johnson
JNJ
+$771K

Sector Composition

1 Financials 5.75%
2 Industrials 4.02%
3 Technology 3.25%
4 Energy 2.92%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$14K ﹤0.01%
73
-90
852
$14K ﹤0.01%
1,535
853
$14K ﹤0.01%
+270
854
$14K ﹤0.01%
137
-15
855
$14K ﹤0.01%
493
856
$14K ﹤0.01%
1,470
857
$14K ﹤0.01%
1,458
+30
858
$14K ﹤0.01%
340
859
$14K ﹤0.01%
+142
860
$14K ﹤0.01%
401
861
$14K ﹤0.01%
215
862
$14K ﹤0.01%
669
-29
863
$13K ﹤0.01%
504
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864
$13K ﹤0.01%
201
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865
$13K ﹤0.01%
388
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866
$13K ﹤0.01%
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867
$13K ﹤0.01%
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1,000
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869
$13K ﹤0.01%
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870
$13K ﹤0.01%
11,437
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871
$13K ﹤0.01%
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872
$13K ﹤0.01%
300
873
$13K ﹤0.01%
222
874
$13K ﹤0.01%
212
875
$13K ﹤0.01%
476
33 34
35
36 37