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
1301
$212K ﹤0.01%
+1,325
1302
$212K ﹤0.01%
+2,228
1303
$211K ﹤0.01%
7,900
-991
1304
$210K ﹤0.01%
+1,303
1305
$210K ﹤0.01%
9,268
1306
$210K ﹤0.01%
+6,124
1307
$209K ﹤0.01%
1,793
-30
1308
$209K ﹤0.01%
+857
1309
$209K ﹤0.01%
1,622
-23
1310
$209K ﹤0.01%
684
-58
1311
$207K ﹤0.01%
2,042
-1,225
1312
$206K ﹤0.01%
6,619
+527
1313
$206K ﹤0.01%
+4,828
1314
$206K ﹤0.01%
+2,678
1315
$206K ﹤0.01%
11,520
-262
1316
$206K ﹤0.01%
+2,280
1317
$206K ﹤0.01%
+3,221
1318
$205K ﹤0.01%
+3,796
1319
$205K ﹤0.01%
+1,551
1320
$205K ﹤0.01%
358
-238
1321
$205K ﹤0.01%
9,981
1322
$204K ﹤0.01%
804
+1
1323
$204K ﹤0.01%
+1,725
1324
$204K ﹤0.01%
+351
1325
$203K ﹤0.01%
+1,544
51 52
53
54 55