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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$504K 0.01%
3,864
+901
852
$503K 0.01%
3,718
+623
853
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2,161
+268
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12,738
+1,047
855
$495K 0.01%
13,997
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856
$495K 0.01%
4,144
-5,104
857
$495K 0.01%
7,179
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858
$494K 0.01%
6,745
-529
859
$493K 0.01%
6,855
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860
$492K 0.01%
12,276
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861
$492K 0.01%
129
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862
$492K 0.01%
12,269
863
$490K 0.01%
7,699
-1,191
864
$490K 0.01%
20,003
-12,344
865
$489K 0.01%
1,023
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866
$488K 0.01%
3,932
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867
$488K 0.01%
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868
$488K 0.01%
1,970
+36
869
$488K 0.01%
5,609
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870
$485K 0.01%
8,354
-3,484
871
$485K 0.01%
4,300
+845
872
$483K 0.01%
12,916
-1,033
873
$481K 0.01%
3,978
-111
874
$480K 0.01%
25,464
-225
875
$480K 0.01%
3,144
+1,316
33 34
35
36 37