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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$10K ﹤0.01%
+1,500
852
$10K ﹤0.01%
750
853
$10K ﹤0.01%
806
+3
854
$10K ﹤0.01%
210
-1,000
855
$10K ﹤0.01%
+506
856
$10K ﹤0.01%
+133
857
$10K ﹤0.01%
87
+2
858
$10K ﹤0.01%
+312
859
$10K ﹤0.01%
309
+30
860
$10K ﹤0.01%
+545
861
$10K ﹤0.01%
401
862
$10K ﹤0.01%
+1,000
863
$9K ﹤0.01%
200
864
$9K ﹤0.01%
217
865
$9K ﹤0.01%
96
866
$9K ﹤0.01%
+100
867
$9K ﹤0.01%
+213
868
$9K ﹤0.01%
+370
869
$9K ﹤0.01%
+67
870
$9K ﹤0.01%
1,600
871
$9K ﹤0.01%
7
-54
872
$9K ﹤0.01%
54
-11
873
$9K ﹤0.01%
202
874
$9K ﹤0.01%
121
875
$9K ﹤0.01%
110
+1
33 34
35
36 37