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OIA

OneDigital Investment Advisors Portfolio holdings

AUM $10.2B
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
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
1,469
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$19.4M
3
+$17.9M
4
EWX icon
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
+$8.31M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.54M

Top Sells

1
+$14.3M
2
+$2.46M
3
+$1.98M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.89M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$1.77M

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
1076
$1K ﹤0.01%
+60
1077
$1K ﹤0.01%
72
-326
1078
$1K ﹤0.01%
+300
1079
$1K ﹤0.01%
50
1080
$1K ﹤0.01%
40
-239
1081
$1K ﹤0.01%
+22
1082
$1K ﹤0.01%
+1,200
1083
$1K ﹤0.01%
+304
1084
$1K ﹤0.01%
51
1085
$1K ﹤0.01%
45
-10
1086
– –
0
1087
$1K ﹤0.01%
+30
1088
$1K ﹤0.01%
+38
1089
$1K ﹤0.01%
+32
1090
$1K ﹤0.01%
4
1091
$1K ﹤0.01%
290
1092
$1K ﹤0.01%
52
-58
1093
$1K ﹤0.01%
+53
1094
$1K ﹤0.01%
250
1095
$1K ﹤0.01%
400
1096
$1K ﹤0.01%
2,482
+100
1097
$1K ﹤0.01%
10
-405
1098
$1K ﹤0.01%
500
1099
$1K ﹤0.01%
62
-24
1100
– –
-1,500
42 43
44
45 46