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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$270K ﹤0.01%
29,626
+750
952
$270K ﹤0.01%
6,805
-726
953
$270K ﹤0.01%
1,252
-431
954
$269K ﹤0.01%
+4,094
955
$268K ﹤0.01%
5,201
+40
956
$268K ﹤0.01%
1,527
+248
957
$266K ﹤0.01%
9,800
958
$266K ﹤0.01%
2,361
-4,313
959
$264K ﹤0.01%
1,997
+152
960
$261K ﹤0.01%
+2,113
961
$257K ﹤0.01%
6,182
+163
962
$256K ﹤0.01%
2,986
+133
963
$256K ﹤0.01%
2,813
964
$254K ﹤0.01%
6,456
-396
965
$254K ﹤0.01%
2,338
-35
966
$253K ﹤0.01%
1,281
-956
967
$253K ﹤0.01%
2,819
-146
968
$253K ﹤0.01%
4,811
969
$252K ﹤0.01%
8,344
+971
970
$251K ﹤0.01%
622
-1,033
971
$251K ﹤0.01%
2,639
-44
972
$249K ﹤0.01%
7,870
-10
973
$249K ﹤0.01%
4,633
-372
974
$249K ﹤0.01%
+2,091
975
$248K ﹤0.01%
2,287
-60
37 38
39
40 41