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
$2.52B
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$8.32M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$6.65M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.82M

Top Sells

1
+$1.78M
2
+$1.68M
3
+$1.31M
4
JETS icon
US Global Jets ETF
JETS
+$1.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.11M

Sector Composition

1 Technology 5.45%
2 Financials 3.57%
3 Healthcare 2.96%
4 Communication Services 2.7%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.4M 0.13%
22,602
+510
102
$3.36M 0.13%
17,149
+2,101
103
$3.35M 0.13%
13,906
+864
104
$3.35M 0.13%
67,812
-1,536
105
$3.31M 0.13%
27,063
106
$3.29M 0.13%
28,591
-581
107
$3.2M 0.13%
43,087
+999
108
$3.16M 0.13%
20,186
-17
109
$3.12M 0.12%
14,242
+3,204
110
$3.05M 0.12%
157,788
+13,190
111
$3.04M 0.12%
10,461
-2,191
112
$3M 0.12%
203,177
+65,550
113
$2.99M 0.12%
57,907
-274
114
$2.91M 0.12%
27,081
-2,957
115
$2.9M 0.11%
28,011
+3,790
116
$2.88M 0.11%
45,446
+3,133
117
$2.83M 0.11%
23,960
+99
118
$2.82M 0.11%
20,153
+2,670
119
$2.81M 0.11%
37,475
+2,002
120
$2.78M 0.11%
65,505
+3,448
121
$2.78M 0.11%
104,568
+1,477
122
$2.76M 0.11%
43,081
-8,266
123
$2.74M 0.11%
49,857
+990
124
$2.73M 0.11%
33,066
-2,364
125
$2.71M 0.11%
43,197
+1,716
3 4
5
6 7