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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
$8.44B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

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
1426
-3,450
1427
-9,519
1428
-7,702
1429
-9,473
1430
-23,845
1431
-72,528
1432
-2,005
1433
-1,044
1434
-10,514
1435
-10,038
1436
-69,383
1437
-9,000
1438
-14,629
1439
-4,919
1440
-1,459
1441
-23,868
1442
-10,567
1443
-2,846
1444
-22,174
1445
-1,970
1446
-2,259
1447
-3,115
1448
-2,519
1449
-2,027
1450
-14,879