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
76
$1.78M 0.3%
53,480
+40,475
77
$1.72M 0.29%
12,777
+466
78
$1.67M 0.28%
77,918
+1,053
79
$1.58M 0.27%
+51,012
80
$1.54M 0.26%
+32,040
81
$1.54M 0.26%
+69,367
82
$1.54M 0.26%
+30,161
83
$1.49M 0.25%
+41,602
84
$1.49M 0.25%
64,675
+63,884
85
$1.48M 0.25%
+61,178
86
$1.45M 0.24%
+63,165
87
$1.44M 0.24%
13,047
+2,063
88
$1.44M 0.24%
+56,389
89
$1.43M 0.24%
24,397
-5,261
90
$1.39M 0.23%
14,164
+349
91
$1.3M 0.22%
+23,141
92
$1.27M 0.21%
26,987
+440
93
$1.26M 0.21%
+22,123
94
$1.25M 0.21%
+22,984
95
$1.24M 0.21%
13,425
-44
96
$1.19M 0.2%
55,319
+3,108
97
$1.16M 0.2%
27,937
+7,053
98
$1.16M 0.2%
10,548
+3,905
99
$1.07M 0.18%
+19,122
100
$1.06M 0.18%
+31,774
2 3
4
5 6