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
$477M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1 +$26.2M
2 +$11.8M
3 +$4.23M
4
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.86M

Top Sells

1 +$9.24M
2 +$7.34M
3 +$2.98M
4
AMZN icon
Amazon
AMZN
+$1.11M
5
JNJ icon
Johnson & Johnson
JNJ
+$771K

Sector Composition

1 Financials 5.75%
2 Industrials 4.02%
3 Technology 3.25%
4 Energy 2.92%
5 Consumer Staples 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
-534
1277
$0 ﹤0.01%
14