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
$335M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.8M
3
+$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
+23
1052
$2K ﹤0.01%
+28
1053
$2K ﹤0.01%
+60
1054
$2K ﹤0.01%
+55
1055
$2K ﹤0.01%
+50
1056
$2K ﹤0.01%
+37
1057
$2K ﹤0.01%
+200
1058
$2K ﹤0.01%
+300
1059
$2K ﹤0.01%
+348
1060
$2K ﹤0.01%
+32
1061
$2K ﹤0.01%
+100
1062
$2K ﹤0.01%
+100
1063
$2K ﹤0.01%
+98
1064
$2K ﹤0.01%
+100
1065
$2K ﹤0.01%
+100
1066
$2K ﹤0.01%
+36
1067
$2K ﹤0.01%
+75
1068
$2K ﹤0.01%
+125
1069
$2K ﹤0.01%
+154
1070
$2K ﹤0.01%
+39
1071
$2K ﹤0.01%
+49
1072
$1K ﹤0.01%
+30
1073
$1K ﹤0.01%
+450
1074
$1K ﹤0.01%
+28
1075
$1K ﹤0.01%
+6
41 42
43
44 45