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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$12K ﹤0.01%
88
+13
852
$12K ﹤0.01%
265
+5
853
$12K ﹤0.01%
215
854
$12K ﹤0.01%
1,000
855
$11K ﹤0.01%
280
-447
856
$11K ﹤0.01%
86
-55
857
$11K ﹤0.01%
200
858
$11K ﹤0.01%
400
859
$11K ﹤0.01%
133
860
$11K ﹤0.01%
313
+1
861
$11K ﹤0.01%
32
-6
862
$11K ﹤0.01%
946
-600
863
$11K ﹤0.01%
120
864
$11K ﹤0.01%
545
865
$11K ﹤0.01%
401
866
$11K ﹤0.01%
530
867
$11K ﹤0.01%
1,600
868
$11K ﹤0.01%
262
869
$11K ﹤0.01%
96
870
$11K ﹤0.01%
379
871
$10K ﹤0.01%
300
872
$10K ﹤0.01%
422
-11,274
873
$10K ﹤0.01%
224
874
$10K ﹤0.01%
100
875
$10K ﹤0.01%
320
33 34
35
36 37