OIA

OneDigital Investment Advisors Portfolio holdings

AUM $8.44B
This Quarter Return
-0.97%
1 Year Return
+6.11%
3 Year Return
+19.99%
5 Year Return
+87.13%
10 Year Return
AUM
$8.44B
AUM Growth
-$183M
Cap. Flow
-$37.5M
Cap. Flow %
-0.44%
Top 10 Hldgs %
25.19%
Holding
1,510
New
116
Increased
646
Reduced
575
Closed
116
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$315K﹤0.01% 2,181
-3,243
-60%
-$469K
$315K﹤0.01% 1,793
+412
+30%
+$72.4K
$314K﹤0.01% 7,050
-250
-3%
-$11.1K
$314K﹤0.01% 1,858
+476
+34%
+$80.4K
$313K﹤0.01% 2,225
+323
+17%
+$45.5K
$313K﹤0.01% 12,990
-2,080
-14%
-$50K
$312K﹤0.01% 744
+181
+32%
+$76K
$311K﹤0.01% 9,271
+2,207
+31%
+$74.1K
$310K﹤0.01% 6,394
+1,814
+40%
+$87.8K
$309K﹤0.01% 9,002
$308K﹤0.01% 3,971
+91
+2%
+$7.06K
$308K﹤0.01% 882
+2
+0.2%
+$699
$308K﹤0.01% 4,950
-757
-13%
-$47.1K
$308K﹤0.01% 10,385
-3,308
-24%
-$98K
$307K﹤0.01% 10,205
+231
+2%
+$6.95K
$306K﹤0.01% 3,102
+1,142
+58%
+$113K
$306K﹤0.01% 10,669
+212
+2%
+$6.08K
$304K﹤0.01% 523
-96
-16%
-$55.8K
$304K﹤0.01% 8,003
-7
-0.1%
-$266
$304K﹤0.01% 7,747
-229
-3%
-$8.98K
$304K﹤0.01% 12,403
-475
-4%
-$11.6K
$303K﹤0.01% 10,539
+132
+1%
+$3.8K
$303K﹤0.01% 5,571
+3
+0.1%
+$163
$302K﹤0.01% 9,399
-1,653
-15%
-$53K
$301K﹤0.01% 15,197