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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
1451
-14,669
1452
-12,739
1453
-16,493
1454
-5,499
1455
-12,593
1456
-5,289
1457
-1,989
1458
-2,888
1459
-19,096
1460
-107,681
1461
-9,191
1462
-89,210
1463
-6,410
1464
-52,803
1465
-15,000
1466
-4,637
1467
-9,705
1468
-1,393
1469
-10,124
1470
-15,708
1471
-10,125
1472
-6,895
1473
-8,244
1474
-5,603
1475
-6,848