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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$10K ﹤0.01%
200
-70
877
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+200
878
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138
+1
879
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575
-700
880
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150
881
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+500
882
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100
-125
883
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548
-266
884
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189
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885
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213
886
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137
887
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+22
888
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+320
889
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111
+1
890
$9K ﹤0.01%
50
891
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92
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128
894
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506
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895
$9K ﹤0.01%
202
896
$9K ﹤0.01%
50
897
$9K ﹤0.01%
337
+21
898
$9K ﹤0.01%
600
899
$9K ﹤0.01%
483
-23
900
$9K ﹤0.01%
267
-21
34 35
36
37 38