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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
1476
-3,747
1477
-6,040
1478
-7,061
1479
-3,072
1480
-1,577
1481
-26,761
1482
-9,792
1483
-2,978
1484
-130,259
1485
-13,647
1486
-7,065
1487
-7,826
1488
-7,611
1489
-16,822
1490
-10,453
1491
-2,398
1492
-2,845
1493
-28,391
1494
-4,047
1495
-75,125
1496
-4,469
1497
-4,344
1498
-32,446
1499
-21,546
1500
-2,811