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
1276
$209K ﹤0.01%
+9,968
1277
$208K ﹤0.01%
4,725
1278
$207K ﹤0.01%
+3,546
1279
$207K ﹤0.01%
+3,348
1280
$207K ﹤0.01%
+1,433
1281
$207K ﹤0.01%
+5,002
1282
$207K ﹤0.01%
+386
1283
$206K ﹤0.01%
+1,989
1284
$206K ﹤0.01%
2,945
+70
1285
$206K ﹤0.01%
14,516
+1,186
1286
$206K ﹤0.01%
+5,435
1287
$206K ﹤0.01%
+3,599
1288
$205K ﹤0.01%
+3,562
1289
$205K ﹤0.01%
+974
1290
$205K ﹤0.01%
+1,389
1291
$205K ﹤0.01%
+3,438
1292
$204K ﹤0.01%
7,918
+97
1293
$204K ﹤0.01%
+1,759
1294
$204K ﹤0.01%
+11,520
1295
$203K ﹤0.01%
+7,080
1296
$203K ﹤0.01%
24,756
-4,870
1297
$202K ﹤0.01%
+1,788
1298
$202K ﹤0.01%
+6,823
1299
$202K ﹤0.01%
+7,295
1300
$202K ﹤0.01%
5,407
+13
50 51
52
53 54