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
1051
$3K ﹤0.01%
57
1052
$2K ﹤0.01%
45
+15
1053
$2K ﹤0.01%
+500
1054
$2K ﹤0.01%
100
1055
$2K ﹤0.01%
22
1056
$2K ﹤0.01%
200
1057
$2K ﹤0.01%
90
1058
$2K ﹤0.01%
28
1059
$2K ﹤0.01%
28
1060
$2K ﹤0.01%
72
1061
$2K ﹤0.01%
25
-335
1062
$2K ﹤0.01%
100
1063
$2K ﹤0.01%
100
1064
$2K ﹤0.01%
102
1065
$2K ﹤0.01%
38
1066
$2K ﹤0.01%
33
1067
$2K ﹤0.01%
+38
1068
$2K ﹤0.01%
100
1069
$2K ﹤0.01%
44
1070
$2K ﹤0.01%
110
1071
$2K ﹤0.01%
300
1072
$2K ﹤0.01%
100
1073
$2K ﹤0.01%
400
1074
$2K ﹤0.01%
384
-62
1075
$2K ﹤0.01%
50
41 42
43
44 45