OIA

OneDigital Investment Advisors Portfolio holdings

AUM $8.44B
AUM
$8.44B
AUM Growth
-$183M
Cap. Flow
+$28.4M
Cap. Flow %
0.34%
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
$00%0
-5,603
Closed
$00%0
-6,848
Closed
$00%0
-3,747
Closed
$00%0
-6,040
Closed
$00%0
-7,061
Closed
$00%0
-3,072
Closed
$00%0
-1,577
Closed
$00%0
-26,761
Closed
$00%0
-9,792
Closed
$00%0
-2,978
Closed
$00%0
-130,259
Closed
$00%0
-13,647
Closed
$00%0
-7,065
Closed
$00%0
-7,826
Closed
$00%0
-7,611
Closed
$00%0
-16,822
Closed
$00%0
-10,453
Closed
$00%0
-2,398
Closed
$00%0
-2,845
Closed
$00%0
-28,391
Closed
$00%0
-4,047
Closed
$00%0
-75,125
Closed
$00%0
-4,469
Closed
$00%0
-4,344
Closed
$00%0
-32,446
Closed