OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.74B
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$824K 0.12%
24,870
+1,182
127
$823K 0.12%
11,672
+8
128
$818K 0.12%
17,469
-2,255
129
$815K 0.12%
4,478
+37
130
$808K 0.12%
12,906
+607
131
$794K 0.12%
7,618
+1,768
132
$794K 0.12%
16,113
-621
133
$792K 0.12%
7,028
-2,138
134
$787K 0.12%
3,554
-18
135
$741K 0.11%
6,881
-7,283
136
$740K 0.11%
6,389
+591
137
$731K 0.11%
58,882
-2,055
138
$716K 0.1%
43,123
+1,230
139
$710K 0.1%
50,051
140
$692K 0.1%
+27,646
141
$691K 0.1%
23,266
+2
142
$690K 0.1%
+17,165
143
$685K 0.1%
6,886
-131
144
$682K 0.1%
6,208
-293
145
$681K 0.1%
2,891
-168
146
$681K 0.1%
12,021
+2,621
147
$671K 0.1%
4,115
-247
148
$670K 0.1%
15,399
-25
149
$668K 0.1%
24,459
-368
150
$664K 0.1%
4,905
-60
4 5
6
7 8