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
951
$7K ﹤0.01%
95
+1
952
$7K ﹤0.01%
290
-235
953
$7K ﹤0.01%
247
954
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320
+250
955
$7K ﹤0.01%
122
956
$7K ﹤0.01%
228
-37
957
$7K ﹤0.01%
+150
958
$7K ﹤0.01%
1,279
-1,206
959
$6K ﹤0.01%
525
960
$6K ﹤0.01%
+331
961
$6K ﹤0.01%
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962
$6K ﹤0.01%
173
963
$6K ﹤0.01%
313
964
$6K ﹤0.01%
1,401
965
$6K ﹤0.01%
809
966
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967
$6K ﹤0.01%
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968
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969
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456
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970
$6K ﹤0.01%
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971
$6K ﹤0.01%
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972
$6K ﹤0.01%
123
-169
973
$6K ﹤0.01%
+360
974
$6K ﹤0.01%
400
975
$6K ﹤0.01%
200
37 38
39
40 41