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
1076
$1K ﹤0.01%
+26
1077
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15
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1078
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200
1079
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30
-1,055
1080
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+20
1081
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104
1082
– –
0
1083
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1084
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25
-236
1085
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37
-30
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1087
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15
1088
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400
1089
$1K ﹤0.01%
100
-1,000
1090
$1K ﹤0.01%
+304
1091
$1K ﹤0.01%
50
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4
1093
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1094
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52
-58
1095
$1K ﹤0.01%
+53
1096
$1K ﹤0.01%
250
1097
$1K ﹤0.01%
400
1098
$1K ﹤0.01%
2,482
+100
1099
$1K ﹤0.01%
40
-239
1100
– –
-1,011
42 43
44
45 46