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
$2.64B
AUM Growth
-$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$6.63M
3
+$6.6M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$6.27M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$6.11M

Top Sells

1
+$8.88M
2
+$3.77M
3
+$2.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$1.7M

Sector Composition

1 Technology 6.26%
2 Financials 3.42%
3 Healthcare 3.06%
4 Communication Services 2.25%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.58M 0.14%
45,894
-692
102
$3.56M 0.13%
13,989
-1,950
103
$3.52M 0.13%
14,230
+1,160
104
$3.51M 0.13%
32,405
-2,469
105
$3.5M 0.13%
44,738
-3,960
106
$3.44M 0.13%
65,690
+44,346
107
$3.43M 0.13%
27,063
108
$3.35M 0.13%
176,372
-19,023
109
$3.35M 0.13%
20,165
-746
110
$3.3M 0.12%
55,288
+8,406
111
$3.26M 0.12%
27,531
+1,745
112
$3.24M 0.12%
28,831
+688
113
$3.18M 0.12%
114,512
+9,778
114
$3.11M 0.12%
10,804
+844
115
$3.08M 0.12%
17,041
+1,788
116
$3.07M 0.12%
28,546
-2,901
117
$3.07M 0.12%
37,381
-1,451
118
$2.98M 0.11%
43,615
-660
119
$2.94M 0.11%
29,621
+3,623
120
$2.92M 0.11%
133,696
+3,819
121
$2.91M 0.11%
55,415
-3,157
122
$2.91M 0.11%
23,347
+5,092
123
$2.9M 0.11%
162,300
+10,795
124
$2.89M 0.11%
70,177
+7,549
125
$2.89M 0.11%
46,561
+3,867
3 4
5
6 7