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
$8B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,408
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$81.2M
3
+$71.5M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$55.7M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$54.9M

Top Sells

1
+$40.2M
2
+$21.8M
3
+$13.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.98M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.28M

Sector Composition

1 Technology 6.95%
2 Healthcare 2.91%
3 Financials 2.67%
4 Consumer Discretionary 2.36%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$408K 0.01%
1,604
+127
977
$407K 0.01%
18,643
-97
978
$407K 0.01%
630
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979
$407K 0.01%
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$407K 0.01%
1,267
+232
981
$407K 0.01%
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+320
982
$407K 0.01%
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983
$406K 0.01%
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984
$404K 0.01%
3,619
-31
985
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2,978
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986
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987
$401K 0.01%
1,248
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988
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989
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4,000
990
$399K 0.01%
+5,136
991
$398K 0.01%
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992
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993
$395K ﹤0.01%
17,667
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994
$395K ﹤0.01%
2,851
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995
$395K ﹤0.01%
+14,556
996
$394K ﹤0.01%
+4,232
997
$390K ﹤0.01%
4,078
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998
$388K ﹤0.01%
9,559
-430
999
$386K ﹤0.01%
813
+35
1000
$384K ﹤0.01%
+9,390
38 39
40
41 42