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
$2.52B
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$8.32M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$6.65M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.82M

Top Sells

1
+$1.78M
2
+$1.68M
3
+$1.31M
4
JETS icon
US Global Jets ETF
JETS
+$1.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.11M

Sector Composition

1 Technology 5.45%
2 Financials 3.57%
3 Healthcare 2.96%
4 Communication Services 2.7%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.88M 0.19%
80,043
-649
77
$4.7M 0.19%
87,670
+2,696
78
$4.57M 0.18%
116,695
-390
79
$4.4M 0.17%
94,797
+612
80
$4.35M 0.17%
57,569
-703
81
$4.27M 0.17%
80,187
+4,164
82
$4.22M 0.17%
108,640
-43,336
83
$4.14M 0.16%
61,106
+1,942
84
$4.11M 0.16%
24,289
+1,107
85
$4.07M 0.16%
177,531
-3,510
86
$4.07M 0.16%
94,524
-5,655
87
$4.06M 0.16%
39,888
+2,020
88
$3.97M 0.16%
25,847
-45
89
$3.93M 0.16%
72,709
+333
90
$3.91M 0.15%
38,312
+500
91
$3.8M 0.15%
15,359
+283
92
$3.68M 0.15%
16,839
-1,093
93
$3.66M 0.15%
48,920
+1,722
94
$3.62M 0.14%
59,759
-456
95
$3.62M 0.14%
9,270
+990
96
$3.58M 0.14%
65,791
+1,682
97
$3.55M 0.14%
32,879
+467
98
$3.52M 0.14%
+49,659
99
$3.49M 0.14%
171,016
+695
100
$3.43M 0.14%
13,189
-1,105
2 3
4
5 6