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
$335M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.8M
3
+$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$4K ﹤0.01%
+189
977
$4K ﹤0.01%
+67
978
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+75
979
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+20
980
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+97
981
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982
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+207
983
$4K ﹤0.01%
+42
984
$4K ﹤0.01%
+700
985
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+100
986
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+200
987
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988
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+100
989
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+72
990
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+500
991
$4K ﹤0.01%
+1,000
992
$4K ﹤0.01%
+41
993
$4K ﹤0.01%
+89
994
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+50
995
$4K ﹤0.01%
+200
996
$4K ﹤0.01%
+200
997
$4K ﹤0.01%
+200
998
$4K ﹤0.01%
+94
999
$4K ﹤0.01%
+156
1000
$4K ﹤0.01%
+1,000
38 39
40
41 42