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
926
– –
0
927
$7K ﹤0.01%
+524
928
$6K ﹤0.01%
+133
929
$6K ﹤0.01%
42
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930
$6K ﹤0.01%
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931
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+270
932
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400
+100
933
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+250
934
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20
-50
935
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187
+69
936
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29
-9
937
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+180
938
$6K ﹤0.01%
48
-1,040
939
$6K ﹤0.01%
+234
940
$6K ﹤0.01%
1,401
941
$6K ﹤0.01%
65
942
$5K ﹤0.01%
+139
943
$5K ﹤0.01%
495
944
$5K ﹤0.01%
300
945
$5K ﹤0.01%
+169
946
$5K ﹤0.01%
379
947
$5K ﹤0.01%
179
-70
948
$5K ﹤0.01%
+639
949
$5K ﹤0.01%
102
-113
950
$5K ﹤0.01%
+930
36 37
38
39 40