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%
+70
1102
$1K ﹤0.01%
+12
1103
$1K ﹤0.01%
+86
1104
$1K ﹤0.01%
+166
1105
$1K ﹤0.01%
+135
1106
$1K ﹤0.01%
+130
1107
$0 ﹤0.01%
+1
1108
$0 ﹤0.01%
+25
1109
$0 ﹤0.01%
+26
1110
0
1111
$0 ﹤0.01%
+114
1112
$0 ﹤0.01%
+2
1113
$0 ﹤0.01%
+7
1114
$0 ﹤0.01%
+28
1115
0
1116
$0 ﹤0.01%
+500
1117
$0 ﹤0.01%
+6
1118
0
1119
$0 ﹤0.01%
+30
1120
0
1121
$0 ﹤0.01%
+1
1122
$0 ﹤0.01%
+156
1123
0
1124
$0 ﹤0.01%
+10
1125
$0 ﹤0.01%
+2