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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$41.6M
3
+$39.2M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$32.3M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$24.1M

Top Sells

1
+$57.8M
2
+$48.5M
3
+$34.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.5M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M

Sector Composition

1 Technology 5.6%
2 Financials 2.82%
3 Healthcare 2.55%
4 Consumer Discretionary 2.04%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$235K ﹤0.01%
17,824
-63
1252
$234K ﹤0.01%
+9,150
1253
$234K ﹤0.01%
1,639
+409
1254
$234K ﹤0.01%
+2,159
1255
$233K ﹤0.01%
8,145
+18
1256
$233K ﹤0.01%
5,979
+235
1257
$232K ﹤0.01%
1,969
+243
1258
$232K ﹤0.01%
+4,916
1259
$232K ﹤0.01%
+1,340
1260
$231K ﹤0.01%
2,375
-399
1261
$231K ﹤0.01%
1,888
-119
1262
$231K ﹤0.01%
+5,176
1263
$231K ﹤0.01%
+1,688
1264
$230K ﹤0.01%
5,522
+1,520
1265
$230K ﹤0.01%
6,036
-75
1266
$230K ﹤0.01%
7,698
+532
1267
$230K ﹤0.01%
+4,931
1268
$229K ﹤0.01%
+10,601
1269
$229K ﹤0.01%
3,514
+331
1270
$228K ﹤0.01%
3,180
+417
1271
$228K ﹤0.01%
1,810
-1,149
1272
$228K ﹤0.01%
1,877
+342
1273
$228K ﹤0.01%
6,041
1274
$227K ﹤0.01%
2,890
+2
1275
$227K ﹤0.01%
10,000
-1,829
49 50
51
52 53