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OIA

OneDigital Investment Advisors Portfolio holdings

AUM $10.2B
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
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

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
1376
-1,182
1377
-12,752
1378
-476
1379
-11,189
1380
-31,902
1381
-3,322
1382
-2,119
1383
-1,646
1384
-5,552
1385
-3,218
1386
-3,456
1387
-5,901
1388
-622
1389
-1,161
1390
-18,776
1391
-13,339
1392
-3,513
1393
-6,464
1394
-7,200
1395
-3,723
1396
-1,134
1397
-11,031
1398
-6,906
1399
-32,003
1400
-3,634