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
$2.13B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.1M
3
+$15.6M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$9.92M
5
RBLX icon
Roblox
RBLX
+$8.93M

Top Sells

1
+$9.24M
2
+$4.02M
3
+$2.63M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.49M
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$2.15M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.66%
3 Financials 3.48%
4 Communication Services 3.01%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.49M 0.12%
9,700
-1,031
127
$2.45M 0.11%
6,583
-685
128
$2.43M 0.11%
46,446
-1,883
129
$2.38M 0.11%
4,996
+429
130
$2.36M 0.11%
23,358
-1,927
131
$2.35M 0.11%
28,858
-315
132
$2.34M 0.11%
51,852
+25,116
133
$2.28M 0.11%
12,556
-1,818
134
$2.26M 0.11%
29,877
+4,794
135
$2.25M 0.11%
49,877
-45
136
$2.24M 0.1%
35,487
-2,321
137
$2.24M 0.1%
150,527
+8,143
138
$2.23M 0.1%
29,363
+3,974
139
$2.21M 0.1%
13,738
+1,636
140
$2.21M 0.1%
147,232
+3,011
141
$2.17M 0.1%
38,449
-1,653
142
$2.16M 0.1%
13,495
-1,813
143
$2.12M 0.1%
41,732
-808
144
$2.1M 0.1%
27,033
+43
145
$2.08M 0.1%
5,631
+140
146
$2.06M 0.1%
26,686
+1,781
147
$2.05M 0.1%
9,024
+1,231
148
$2.04M 0.1%
52,331
+4,915
149
$2.04M 0.1%
10,279
+416
150
$2.03M 0.1%
39,055
+772
4 5
6
7 8