OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
-10.58%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$593M
AUM Growth
+$166M
(+39%)
Cap. Flow
+$210M
Cap. Flow
% of AUM
35.34%
Top 10 Holdings %
Top 10 Hldgs %
35.66%
Holding
1,467
New
392
Increased
230
Reduced
279
Closed
225
Top Buys
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$14.5M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.27M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.83M |
| 4 |
IQ ARB Merger Arbitrage ETF
MNA
|
$1.77M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.75M |
Sector Composition
| 1 | Financials | 5.52% |
| 2 | Technology | 2.92% |
| 3 | Industrials | 2.64% |
| 4 | Healthcare | 2.62% |
| 5 | Energy | 2.28% |
