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
$335M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$16.8M
3 +$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$8K ﹤0.01%
+253
877
$8K ﹤0.01%
+250
878
$8K ﹤0.01%
+110
879
$8K ﹤0.01%
+391
880
$8K ﹤0.01%
+100
881
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+2,000
882
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+156
883
$8K ﹤0.01%
+800
884
$8K ﹤0.01%
+300
885
$8K ﹤0.01%
+142
886
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+450
887
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+1,000
888
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+100
889
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+129
890
$8K ﹤0.01%
+72
891
$8K ﹤0.01%
+230
892
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+1,982
893
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894
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+140
895
$8K ﹤0.01%
+457
896
$7K ﹤0.01%
+182
897
$7K ﹤0.01%
+100
898
$7K ﹤0.01%
+210
899
$7K ﹤0.01%
+433
900
$7K ﹤0.01%
+1,840