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
$1.44B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.28M
3
+$5.88M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$5.4M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.33M

Top Sells

1
+$9.39M
2
+$4.16M
3
+$3.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.37M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.44M

Sector Composition

1 Technology 7.74%
2 Healthcare 4.51%
3 Financials 3.32%
4 Consumer Discretionary 2.93%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.44M 0.17%
30,904
-707
102
$2.42M 0.17%
70,992
-12,227
103
$2.4M 0.17%
43,800
-9,106
104
$2.37M 0.16%
10,807
+354
105
$2.32M 0.16%
41,602
106
$2.3M 0.16%
45,836
+25,786
107
$2.3M 0.16%
28,355
-761
108
$2.28M 0.16%
44,978
-10,736
109
$2.27M 0.16%
27,638
-1,029
110
$2.26M 0.16%
52,088
-328
111
$2.25M 0.16%
7,214
-2,566
112
$2.25M 0.16%
37,017
-5,126
113
$2.22M 0.15%
59,120
-2,022
114
$2.15M 0.15%
38,750
+1,632
115
$2.15M 0.15%
31,486
+3,788
116
$2.13M 0.15%
5,568
+88
117
$2.11M 0.15%
9,280
-405
118
$2.11M 0.15%
80,500
-85,000
119
$2.1M 0.15%
68,295
-1,620
120
$2.1M 0.14%
40,675
-420
121
$2.06M 0.14%
62,641
-5,576
122
$2.03M 0.14%
49,597
+7,639
123
$2M 0.14%
27,087
-7,174
124
$1.97M 0.14%
35,691
-803
125
$1.92M 0.13%
11,622
-1,975
3 4
5
6 7