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
951
$5K ﹤0.01%
179
-70
952
$5K ﹤0.01%
100
953
$5K ﹤0.01%
+152
954
$5K ﹤0.01%
+1,000
955
$5K ﹤0.01%
203
956
$5K ﹤0.01%
+639
957
$5K ﹤0.01%
102
-113
958
$5K ﹤0.01%
+930
959
$5K ﹤0.01%
+100
960
$5K ﹤0.01%
+101
961
$5K ﹤0.01%
598
+8
962
$5K ﹤0.01%
+50
963
$5K ﹤0.01%
200
964
$5K ﹤0.01%
+1,210
965
$5K ﹤0.01%
+809
966
$4K ﹤0.01%
+250
967
$4K ﹤0.01%
+78
968
$4K ﹤0.01%
150
+114
969
$4K ﹤0.01%
30
970
– –
0
971
$4K ﹤0.01%
200
972
$4K ﹤0.01%
395
973
$4K ﹤0.01%
+100
974
$4K ﹤0.01%
+105
975
$4K ﹤0.01%
288
+6
37 38
39
40 41