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
926
$8K ﹤0.01%
+112
927
$8K ﹤0.01%
203
+1
928
$8K ﹤0.01%
133
929
$8K ﹤0.01%
785
+445
930
$8K ﹤0.01%
250
931
$8K ﹤0.01%
300
932
$8K ﹤0.01%
54
933
$8K ﹤0.01%
629
934
$8K ﹤0.01%
205
935
$8K ﹤0.01%
1,210
936
$7K ﹤0.01%
45
-28
937
$7K ﹤0.01%
500
-750
938
$7K ﹤0.01%
100
939
$7K ﹤0.01%
+100
940
$7K ﹤0.01%
+990
941
$7K ﹤0.01%
100
942
$7K ﹤0.01%
57
-30
943
$7K ﹤0.01%
65
944
$7K ﹤0.01%
25
945
$7K ﹤0.01%
300
946
$7K ﹤0.01%
877
947
$7K ﹤0.01%
2,000
948
$7K ﹤0.01%
573
-893
949
$7K ﹤0.01%
+109
950
$7K ﹤0.01%
2,304
+2,000
36 37
38
39 40