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
$335M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$16.8M
3 +$16.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$15.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.22%
2 Industrials 5.05%
3 Technology 3.64%
4 Healthcare 3.6%
5 Energy 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$1K ﹤0.01%
+300
1102
$1K ﹤0.01%
+384
1103
$1K ﹤0.01%
+90
1104
$1K ﹤0.01%
+70
1105
$1K ﹤0.01%
+12
1106
$1K ﹤0.01%
+86
1107
0
1108
$0 ﹤0.01%
+6
1109
$0 ﹤0.01%
+7
1110
$0 ﹤0.01%
+9
1111
$0 ﹤0.01%
+4
1112
$0 ﹤0.01%
+100
1113
$0 ﹤0.01%
+1
1114
$0 ﹤0.01%
+25
1115
$0 ﹤0.01%
+26
1116
0
1117
0
1118
$0 ﹤0.01%
+30
1119
0
1120
$0 ﹤0.01%
+114
1121
$0 ﹤0.01%
+2
1122
$0 ﹤0.01%
+7
1123
$0 ﹤0.01%
+1
1124
$0 ﹤0.01%
+156
1125
0