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
1076
$1K ﹤0.01%
22
1077
$1K ﹤0.01%
45
1078
$1K ﹤0.01%
26
1079
$1K ﹤0.01%
25
+10
1080
$1K ﹤0.01%
20
1081
$1K ﹤0.01%
104
1082
– –
0
1083
$1K ﹤0.01%
22
-461
1084
$1K ﹤0.01%
6
-233
1085
$1K ﹤0.01%
25
1086
$1K ﹤0.01%
37
1087
$1K ﹤0.01%
50
1088
$1K ﹤0.01%
15
1089
$1K ﹤0.01%
400
1090
$1K ﹤0.01%
51
1091
$1K ﹤0.01%
45
1092
– –
0
1093
$1K ﹤0.01%
11
1094
$1K ﹤0.01%
15
-15
1095
$1K ﹤0.01%
32
1096
$1K ﹤0.01%
16
1097
$1K ﹤0.01%
20
1098
$1K ﹤0.01%
5
1099
$1K ﹤0.01%
6
1100
$1K ﹤0.01%
60
42 43
44
45 46