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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$448K 0.01%
4,880
-223
902
$448K 0.01%
2,221
+250
903
$448K 0.01%
7,247
+528
904
$447K 0.01%
26,641
-1,066
905
$445K 0.01%
19,218
906
$440K 0.01%
5,973
-2,899
907
$439K 0.01%
8,804
-2,000
908
$439K 0.01%
4,000
909
$438K 0.01%
8,987
910
$438K 0.01%
114,694
+4,895
911
$437K 0.01%
780
+159
912
$434K 0.01%
17,011
-1,994
913
$434K 0.01%
4,378
+15
914
$431K 0.01%
4,207
-594
915
$429K 0.01%
7,849
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916
$429K 0.01%
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917
$429K 0.01%
2,488
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918
$427K 0.01%
1,164
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919
$426K 0.01%
31,266
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920
$424K 0.01%
3,270
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921
$422K 0.01%
2,442
-133
922
$421K 0.01%
12,727
+2,093
923
$421K 0.01%
2,810
-29,091
924
$420K 0.01%
12,041
-555
925
$420K 0.01%
3,486
+591
35 36
37
38 39