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
$2.42B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.5M
3
+$12.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$10.9M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.4M

Top Sells

1
+$7.15M
2
+$4.69M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$2.51M

Sector Composition

1 Technology 5.23%
2 Financials 3.53%
3 Healthcare 3.18%
4 Communication Services 2.82%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.54M 0.1%
24,221
+863
127
$2.53M 0.1%
11,038
+2,177
128
$2.52M 0.1%
53,354
+1,502
129
$2.49M 0.1%
23,703
-1,106
130
$2.49M 0.1%
81,810
+14,954
131
$2.48M 0.1%
10,365
-1,676
132
$2.48M 0.1%
28,873
+15
133
$2.44M 0.1%
4,973
-23
134
$2.4M 0.1%
151,113
+586
135
$2.39M 0.1%
46,448
+12,056
136
$2.38M 0.1%
14,349
+854
137
$2.37M 0.1%
9,807
-472
138
$2.36M 0.1%
17,483
+2,825
139
$2.33M 0.1%
74,321
+48,286
140
$2.3M 0.09%
31,408
+1,531
141
$2.29M 0.09%
+47,806
142
$2.23M 0.09%
34,734
-753
143
$2.2M 0.09%
22,622
-22,263
144
$2.18M 0.09%
27,043
+10
145
$2.18M 0.09%
48,114
-4,217
146
$2.16M 0.09%
21,910
+292
147
$2.15M 0.09%
42,405
+673
148
$2.15M 0.09%
5,686
+55
149
$2.13M 0.09%
25,025
-1,661
150
$2.12M 0.09%
45,360
-4,517
4 5
6
7 8