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
1026
$2K ﹤0.01%
+100
1027
$2K ﹤0.01%
+66
1028
$2K ﹤0.01%
450
1029
$2K ﹤0.01%
55
1030
$2K ﹤0.01%
31
-185
1031
$2K ﹤0.01%
+90
1032
$2K ﹤0.01%
+446
1033
$2K ﹤0.01%
22
1034
$2K ﹤0.01%
98
+10
1035
$2K ﹤0.01%
28
1036
$2K ﹤0.01%
72
-60
1037
$2K ﹤0.01%
15
-222
1038
$2K ﹤0.01%
+100
1039
– –
0
1040
$2K ﹤0.01%
102
+1
1041
$2K ﹤0.01%
+78
1042
$2K ﹤0.01%
+33
1043
$2K ﹤0.01%
+44
1044
$2K ﹤0.01%
+110
1045
$2K ﹤0.01%
+100
1046
$2K ﹤0.01%
+400
1047
$2K ﹤0.01%
75
1048
$2K ﹤0.01%
+49
1049
$2K ﹤0.01%
34
1050
$2K ﹤0.01%
50
-56
40 41
42
43 44