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
876
$9K ﹤0.01%
800
877
$9K ﹤0.01%
104
878
$9K ﹤0.01%
137
+1
879
$9K ﹤0.01%
+1,350
880
$9K ﹤0.01%
+100
881
$9K ﹤0.01%
+38
882
$9K ﹤0.01%
+137
883
$9K ﹤0.01%
+380
884
$9K ﹤0.01%
+5,000
885
$8K ﹤0.01%
91
-222
886
$8K ﹤0.01%
100
887
$8K ﹤0.01%
135
-2,970
888
$8K ﹤0.01%
+350
889
$8K ﹤0.01%
260
-198
890
$8K ﹤0.01%
629
891
$8K ﹤0.01%
249
-826
892
$8K ﹤0.01%
600
893
$8K ﹤0.01%
+400
894
$8K ﹤0.01%
288
-27
895
$8K ﹤0.01%
+150
896
$8K ﹤0.01%
25
897
$8K ﹤0.01%
224
898
$8K ﹤0.01%
+379
899
$7K ﹤0.01%
364
-1,605
900
$7K ﹤0.01%
2,000
34 35
36
37 38