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
901
$7K ﹤0.01%
+60
902
$7K ﹤0.01%
+140
903
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904
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905
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906
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907
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+126
908
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+224
909
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+379
910
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911
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+128
912
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913
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914
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915
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+1,000
916
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917
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918
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919
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+200
920
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921
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+404
922
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+112
923
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+672
924
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+34
925
$6K ﹤0.01%
+120