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
901
$9K ﹤0.01%
273
-36
902
$9K ﹤0.01%
110
903
$9K ﹤0.01%
380
904
$9K ﹤0.01%
355
+5
905
$9K ﹤0.01%
370
906
$9K ﹤0.01%
+335
907
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61
+19
908
$9K ﹤0.01%
322
+218
909
$9K ﹤0.01%
249
910
$9K ﹤0.01%
464
+100
911
$9K ﹤0.01%
57
912
$9K ﹤0.01%
121
913
$9K ﹤0.01%
5,000
914
$8K ﹤0.01%
254
-160
915
$8K ﹤0.01%
118
916
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220
+33
917
$8K ﹤0.01%
65
-41
918
$8K ﹤0.01%
100
919
$8K ﹤0.01%
350
-5,035
920
$8K ﹤0.01%
92
921
$8K ﹤0.01%
50
922
$8K ﹤0.01%
87
923
$8K ﹤0.01%
+100
924
$8K ﹤0.01%
+60
925
$8K ﹤0.01%
117
35 36
37
38 39