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
851
$357K 0.01%
2,145
+93
852
$355K 0.01%
2,633
+168
853
$354K 0.01%
2,040
-367
854
$354K 0.01%
3,519
+67
855
$353K 0.01%
575
+62
856
$351K 0.01%
4,596
+1,188
857
$350K 0.01%
40,138
-6,710
858
$349K 0.01%
1,597
-82
859
$349K 0.01%
7,176
+714
860
$348K 0.01%
5,466
861
$347K 0.01%
1,001
-783
862
$346K 0.01%
7,175
-2,538
863
$346K 0.01%
1,466
+33
864
$345K 0.01%
1,035
+28
865
$345K 0.01%
13,226
-1,146
866
$344K 0.01%
4,568
-350
867
$343K 0.01%
3,982
-14
868
$343K 0.01%
+9,550
869
$343K 0.01%
287
870
$341K 0.01%
10,718
-2,999
871
$338K 0.01%
6,341
+788
872
$338K 0.01%
108,608
+16,391
873
$338K 0.01%
2,613
+130
874
$338K 0.01%
69,750
+5,219
875
$336K 0.01%
3,750
+399
33 34
35
36 37