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
$593M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,467
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$17.9M
3
+$16.5M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.07M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.08M

Top Sells

1
+$14.5M
2
+$2.27M
3
+$1.83M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.75M

Sector Composition

1 Financials 5.52%
2 Technology 2.92%
3 Industrials 2.64%
4 Healthcare 2.62%
5 Energy 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$3K ﹤0.01%
35
-29
1002
$3K ﹤0.01%
+200
1003
$3K ﹤0.01%
+200
1004
$3K ﹤0.01%
154
1005
$3K ﹤0.01%
+200
1006
$3K ﹤0.01%
340
-830
1007
– –
0
1008
$3K ﹤0.01%
100
-500
1009
$3K ﹤0.01%
100
-379
1010
$3K ﹤0.01%
+106
1011
$3K ﹤0.01%
+200
1012
$3K ﹤0.01%
+100
1013
$3K ﹤0.01%
2,897
1014
$3K ﹤0.01%
+100
1015
$3K ﹤0.01%
+525
1016
$3K ﹤0.01%
100
1017
$3K ﹤0.01%
200
1018
$3K ﹤0.01%
+150
1019
$3K ﹤0.01%
+33
1020
$3K ﹤0.01%
63
-997
1021
$3K ﹤0.01%
26
1022
$3K ﹤0.01%
104
1023
$3K ﹤0.01%
200
1024
$3K ﹤0.01%
+129
1025
$3K ﹤0.01%
75
-84
39 40
41
42 43