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
$1.44B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.28M
3
+$5.88M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$5.4M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.33M

Top Sells

1
+$9.39M
2
+$4.16M
3
+$3.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.37M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$2.44M

Sector Composition

1 Technology 7.74%
2 Healthcare 4.51%
3 Financials 3.32%
4 Consumer Discretionary 2.93%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.56M 0.11%
108,403
-12,624
152
$1.56M 0.11%
21,660
-6,624
153
$1.56M 0.11%
9,451
-1,304
154
$1.56M 0.11%
7,780
-1,428
155
$1.54M 0.11%
35,572
-752
156
$1.52M 0.1%
29,292
-963
157
$1.5M 0.1%
13,635
-1,432
158
$1.47M 0.1%
58,526
-16,994
159
$1.47M 0.1%
9,974
-3,712
160
$1.47M 0.1%
61,597
-12,146
161
$1.45M 0.1%
28,135
+5,941
162
$1.43M 0.1%
12,090
+868
163
$1.43M 0.1%
4,217
-893
164
$1.41M 0.1%
9,874
+2,610
165
$1.4M 0.1%
79,200
-67,056
166
$1.37M 0.09%
19,835
+9,216
167
$1.34M 0.09%
22,288
-2,096
168
$1.34M 0.09%
3,784
+354
169
$1.33M 0.09%
32,449
-836
170
$1.3M 0.09%
26,440
-240
171
$1.26M 0.09%
93,134
+7,776
172
$1.25M 0.09%
40,361
+2,717
173
$1.25M 0.09%
8,430
-954
174
$1.24M 0.09%
24,764
+226
175
$1.24M 0.09%
21,169
+306
5 6
7
8 9