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
151
$1.99M 0.09%
14,658
+2,862
152
$1.98M 0.09%
66,856
-7,078
153
$1.98M 0.09%
21,618
+920
154
$1.96M 0.09%
8,861
+1,484
155
$1.94M 0.09%
10,268
+200
156
$1.86M 0.09%
24,775
+1,289
157
$1.83M 0.09%
35,921
-11,709
158
$1.82M 0.09%
61,378
159
$1.81M 0.08%
10,946
-149
160
$1.81M 0.08%
41,248
+29,354
161
$1.79M 0.08%
33,970
+3,123
162
$1.79M 0.08%
20,274
+6,445
163
$1.78M 0.08%
34,868
-1,713
164
$1.78M 0.08%
46,484
-4,696
165
$1.76M 0.08%
32,191
-4,665
166
$1.74M 0.08%
4,860
+319
167
$1.74M 0.08%
120,603
+5,420
168
$1.73M 0.08%
33,992
-2,316
169
$1.69M 0.08%
34,392
+1,750
170
$1.69M 0.08%
16,096
-829
171
$1.69M 0.08%
62,629
+8,831
172
$1.67M 0.08%
4,457
+260
173
$1.66M 0.08%
5,140
+3,918
174
$1.66M 0.08%
25,295
+3
175
$1.64M 0.08%
7,731
-295
5 6
7
8 9