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
1126
$0 ﹤0.01%
+10
1127
$0 ﹤0.01%
+2
1128
$0 ﹤0.01%
+80
1129
$0 ﹤0.01%
+39
1130
$0 ﹤0.01%
+28
1131
0
1132
$0 ﹤0.01%
+500
1133
$0 ﹤0.01%
+5
1134
$0 ﹤0.01%
+14
1135
$0 ﹤0.01%
+16