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
$2.13B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.1M
3
+$15.6M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$9.92M
5
RBLX icon
Roblox
RBLX
+$8.93M

Top Sells

1
+$9.24M
2
+$4.02M
3
+$2.63M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.49M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$2.15M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.66%
3 Financials 3.48%
4 Communication Services 3.01%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.23M 0.2%
40,880
+2,560
77
$4.22M 0.2%
79,947
+52,644
78
$4.12M 0.19%
91,068
+348
79
$3.99M 0.19%
68,671
+1,090
80
$3.9M 0.18%
55,045
-1,382
81
$3.86M 0.18%
168,817
-1,843
82
$3.8M 0.18%
25,828
-1,817
83
$3.73M 0.17%
17,429
+575
84
$3.67M 0.17%
16,197
-518
85
$3.61M 0.17%
62,792
-6,594
86
$3.6M 0.17%
99,367
+3,681
87
$3.58M 0.17%
40,500
88
$3.55M 0.17%
160,563
+144,290
89
$3.52M 0.16%
14,515
+4,291
90
$3.5M 0.16%
15,305
-29
91
$3.43M 0.16%
31,702
+701
92
$3.41M 0.16%
68,764
-9,400
93
$3.35M 0.16%
15,218
+84
94
$3.35M 0.16%
44,885
+1,137
95
$3.33M 0.16%
36,224
-740
96
$3.3M 0.15%
21,804
+698
97
$3.25M 0.15%
70,782
+29,211
98
$3.22M 0.15%
62,226
+923
99
$3.09M 0.14%
27,385
+11,744
100
$3.07M 0.14%
12,041
+462
2 3
4
5 6