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
$8B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,408
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$81.2M
3
+$71.5M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$55.7M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$54.9M

Top Sells

1
+$40.2M
2
+$21.8M
3
+$13.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.98M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.28M

Sector Composition

1 Technology 6.95%
2 Healthcare 2.91%
3 Financials 2.67%
4 Consumer Discretionary 2.36%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$232K ﹤0.01%
3,406
-1,503
1227
$232K ﹤0.01%
+5,723
1228
$230K ﹤0.01%
5,106
+43
1229
$230K ﹤0.01%
+2,481
1230
$229K ﹤0.01%
+9,143
1231
$229K ﹤0.01%
16,310
-50
1232
$229K ﹤0.01%
11,006
1233
$229K ﹤0.01%
+2,334
1234
$229K ﹤0.01%
+927
1235
$228K ﹤0.01%
7,346
+773
1236
$226K ﹤0.01%
+13,572
1237
$225K ﹤0.01%
1,886
+3
1238
$225K ﹤0.01%
+4,274
1239
$224K ﹤0.01%
+6,490
1240
$224K ﹤0.01%
+142
1241
$223K ﹤0.01%
2,056
+59
1242
$221K ﹤0.01%
6,473
1243
$220K ﹤0.01%
+2,965
1244
$220K ﹤0.01%
+2,136
1245
$219K ﹤0.01%
3,641
+372
1246
$219K ﹤0.01%
+2,943
1247
$219K ﹤0.01%
+6,317
1248
$218K ﹤0.01%
4,500
1249
$218K ﹤0.01%
3,470
-43
1250
$218K ﹤0.01%
+5,409
48 49
50
51 52