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
1276
$226K ﹤0.01%
3,467
-1,262
1277
$225K ﹤0.01%
+1,514
1278
$225K ﹤0.01%
5,424
+5
1279
$225K ﹤0.01%
12,365
-2,290
1280
$224K ﹤0.01%
+2,440
1281
$224K ﹤0.01%
+10,542
1282
$223K ﹤0.01%
+1,077
1283
$221K ﹤0.01%
+4,522
1284
$219K ﹤0.01%
10,590
-168
1285
$219K ﹤0.01%
7,689
+841
1286
$219K ﹤0.01%
1,921
-277
1287
$218K ﹤0.01%
24,167
+214
1288
$217K ﹤0.01%
5,682
-124
1289
$216K ﹤0.01%
+1,229
1290
$216K ﹤0.01%
+1,941
1291
$216K ﹤0.01%
+7,106
1292
$215K ﹤0.01%
2,035
+63
1293
$215K ﹤0.01%
+3,600
1294
$215K ﹤0.01%
8,172
+77
1295
$215K ﹤0.01%
263
+10
1296
$214K ﹤0.01%
+1,060
1297
$214K ﹤0.01%
+1,570
1298
$213K ﹤0.01%
8,440
-3,515
1299
$213K ﹤0.01%
+8,386
1300
$213K ﹤0.01%
5,664
-881
50 51
52
53 54