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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$5K ﹤0.01%
+72
1002
$4K ﹤0.01%
72
1003
$4K ﹤0.01%
544
+12
1004
$4K ﹤0.01%
144
1005
$4K ﹤0.01%
103
-3,894
1006
$4K ﹤0.01%
200
1007
$4K ﹤0.01%
200
1008
$4K ﹤0.01%
200
1009
$4K ﹤0.01%
+200
1010
$4K ﹤0.01%
100
1011
$4K ﹤0.01%
200
1012
$4K ﹤0.01%
22
1013
$4K ﹤0.01%
57
+1
1014
$4K ﹤0.01%
200
1015
$4K ﹤0.01%
268
-20
1016
$4K ﹤0.01%
250
-7,843
1017
$4K ﹤0.01%
30
1018
$4K ﹤0.01%
100
1019
$4K ﹤0.01%
129
1020
$4K ﹤0.01%
75
1021
$4K ﹤0.01%
100
1022
$4K ﹤0.01%
1,500
1023
$4K ﹤0.01%
2,807
+325
1024
$4K ﹤0.01%
100
1025
$3K ﹤0.01%
34
39 40
41
42 43