OIA

OneDigital Investment Advisors Portfolio holdings

AUM $8.44B
This Quarter Return
-0.97%
1 Year Return
+6.11%
3 Year Return
+19.99%
5 Year Return
+87.13%
10 Year Return
AUM
$8.44B
AUM Growth
-$183M
Cap. Flow
-$37.5M
Cap. Flow %
-0.44%
Top 10 Hldgs %
25.19%
Holding
1,510
New
116
Increased
646
Reduced
575
Closed
116
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-8,244
Closed
-$420K
-5,603
Closed
-$396K
-6,848
Closed
-$202K
-3,747
Closed
-$281K
-6,040
Closed
-$273K
-7,061
Closed
-$259K
-3,072
Closed
-$340K
-1,577
Closed
-$236K
-26,761
Closed
-$1.2M
-9,792
Closed
-$323K
-2,978
Closed
-$724K
-130,259
Closed
-$5.6M
-13,647
Closed
-$1.58M
-7,826
Closed
-$380K
-7,611
Closed
-$359K
-16,822
Closed
-$455K
-10,453
Closed
-$799K
-2,398
Closed
-$235K
-2,845
Closed
-$213K
-28,391
Closed
-$2.87M
-4,047
Closed
-$228K
-75,125
Closed
-$4.66M
-4,469
Closed
-$236K
-4,344
Closed
-$272K
-32,446
Closed
-$1.34M