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
$2.13B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.1M
3
+$15.6M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$9.92M
5
RBLX icon
Roblox
RBLX
+$8.93M

Top Sells

1
+$9.24M
2
+$4.02M
3
+$2.63M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.49M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$2.15M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.66%
3 Financials 3.48%
4 Communication Services 3.01%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.98M 0.14%
21,096
+218
102
$2.94M 0.14%
24,526
+264
103
$2.92M 0.14%
48,034
+34,561
104
$2.9M 0.14%
54,795
-1,280
105
$2.88M 0.13%
26,751
-1,565
106
$2.87M 0.13%
58,432
-1,100
107
$2.84M 0.13%
150,870
+46
108
$2.8M 0.13%
51,013
+380
109
$2.76M 0.13%
93,055
+55,280
110
$2.74M 0.13%
70,783
+12,187
111
$2.73M 0.13%
8,384
+1,702
112
$2.73M 0.13%
72,565
+334
113
$2.71M 0.13%
12,108
+3,680
114
$2.71M 0.13%
85,281
+13,452
115
$2.69M 0.13%
42,963
+30,093
116
$2.68M 0.13%
59,947
-3,813
117
$2.66M 0.12%
32,284
-3,303
118
$2.63M 0.12%
46,550
-418
119
$2.62M 0.12%
129,552
+5,909
120
$2.61M 0.12%
31,615
-575
121
$2.6M 0.12%
30,683
+5,016
122
$2.57M 0.12%
127,697
-2,619
123
$2.56M 0.12%
21,020
-1,455
124
$2.54M 0.12%
24,809
-819
125
$2.51M 0.12%
34,062
+2,991
3 4
5
6 7