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
151
$2.12M 0.09%
137,627
+17,024
152
$2.12M 0.09%
25,375
+600
153
$2.11M 0.09%
137,543
-9,689
154
$2.1M 0.09%
5,320
+849
155
$2.1M 0.09%
38,119
+9,231
156
$2.09M 0.09%
10,885
+617
157
$2.09M 0.09%
12,011
+1,065
158
$2.08M 0.09%
145,627
+33,466
159
$2.03M 0.08%
35,392
-3,057
160
$2.02M 0.08%
8,653
+922
161
$2.01M 0.08%
25,448
-3,915
162
$1.98M 0.08%
36,461
-2,594
163
$1.98M 0.08%
36,538
+2,568
164
$1.97M 0.08%
43,340
+2,092
165
$1.96M 0.08%
18,732
+2,636
166
$1.96M 0.08%
14,243
+3,115
167
$1.89M 0.08%
5,199
+59
168
$1.89M 0.08%
9,064
+62
169
$1.86M 0.08%
6,411
+748
170
$1.82M 0.07%
33,208
+1,017
171
$1.81M 0.07%
4,539
-321
172
$1.81M 0.07%
14,125
+2,882
173
$1.8M 0.07%
61,378
174
$1.8M 0.07%
45,463
+18,973
175
$1.75M 0.07%
54,297
+6,173
5 6
7
8 9