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
$455M
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,433
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$3.97M
3 +$3.93M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.39M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.27M

Top Sells

1 +$6M
2 +$3.01M
3 +$2.38M
4
NVO icon
Novo Nordisk
NVO
+$2.14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

Sector Composition

1 Financials 6.11%
2 Industrials 4.3%
3 Technology 3.37%
4 Consumer Staples 3.3%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$5K ﹤0.01%
+150
1027
$5K ﹤0.01%
300
1028
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300
1029
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313
+2
1030
$5K ﹤0.01%
280
+115
1031
$5K ﹤0.01%
395
-550
1032
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97
1033
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293
1034
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404
1035
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145
1036
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141
1037
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176
1038
$4K ﹤0.01%
124
1039
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175
1040
$4K ﹤0.01%
132
+72
1041
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76
1042
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95
1043
$4K ﹤0.01%
509
+9
1044
$4K ﹤0.01%
+86
1045
$4K ﹤0.01%
72
1046
$4K ﹤0.01%
+107
1047
$4K ﹤0.01%
100
1048
$4K ﹤0.01%
72
1049
$4K ﹤0.01%
220
1050
$4K ﹤0.01%
130