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%
121
877
$9K ﹤0.01%
110
+1
878
$9K ﹤0.01%
800
879
$9K ﹤0.01%
200
880
$9K ﹤0.01%
104
881
$9K ﹤0.01%
137
+1
882
$9K ﹤0.01%
+1,350
883
$9K ﹤0.01%
+100
884
$9K ﹤0.01%
+38
885
$8K ﹤0.01%
91
-222
886
$8K ﹤0.01%
260
-198
887
$8K ﹤0.01%
629
888
$8K ﹤0.01%
100
889
$8K ﹤0.01%
249
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890
$8K ﹤0.01%
600
891
$8K ﹤0.01%
+400
892
$8K ﹤0.01%
135
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893
$8K ﹤0.01%
+350
894
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25
895
$8K ﹤0.01%
224
896
$8K ﹤0.01%
+379
897
$8K ﹤0.01%
288
-27
898
$8K ﹤0.01%
+150
899
$7K ﹤0.01%
202
-2,587
900
$7K ﹤0.01%
300
-11
34 35
36
37 38