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
976
$246K ﹤0.01%
+6,070
977
$245K ﹤0.01%
1,598
-869
978
$244K ﹤0.01%
1,379
-888
979
$242K ﹤0.01%
+11,006
980
$241K ﹤0.01%
+2,390
981
$238K ﹤0.01%
12,610
+268
982
$237K ﹤0.01%
1,883
+3
983
$236K ﹤0.01%
1,412
-63
984
$236K ﹤0.01%
+4,137
985
$235K ﹤0.01%
4,553
-1,473
986
$235K ﹤0.01%
+3,014
987
$234K ﹤0.01%
+12,737
988
$233K ﹤0.01%
+1,661
989
$233K ﹤0.01%
8,056
-1,222
990
$233K ﹤0.01%
+1,929
991
$232K ﹤0.01%
2,119
-3,708
992
$232K ﹤0.01%
3,044
-4,684
993
$231K ﹤0.01%
+1,741
994
$229K ﹤0.01%
+3,456
995
$229K ﹤0.01%
6,810
-200
996
$226K ﹤0.01%
1,084
-139
997
$226K ﹤0.01%
3,513
+32
998
$224K ﹤0.01%
10,925
+107
999
$224K ﹤0.01%
3,060
1000
$223K ﹤0.01%
4,549
-10
38 39
40
41 42