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
$684M
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.34M
3
+$2.23M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.16M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.03M

Top Sells

1
+$2.37M
2
+$2.1M
3
+$1.54M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.49M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.25M

Sector Composition

1 Financials 5.19%
2 Technology 3.52%
3 Industrials 2.69%
4 Healthcare 2.29%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$500K 0.07%
13,114
-1,550
177
$497K 0.07%
3,125
+63
178
$496K 0.07%
2,721
-946
179
$488K 0.07%
2,882
180
$486K 0.07%
5,597
+1,316
181
$477K 0.07%
9,776
182
$460K 0.07%
18,568
-5,789
183
$458K 0.07%
17,265
-2,319
184
$447K 0.07%
6,809
-229
185
$442K 0.06%
6,852
-981
186
$433K 0.06%
11,645
+220
187
$418K 0.06%
14,644
+198
188
$418K 0.06%
9,844
+2,228
189
$415K 0.06%
4,969
-2,516
190
$413K 0.06%
4,779
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191
$410K 0.06%
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192
$409K 0.06%
9,000
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193
$406K 0.06%
2,511
-500
194
$404K 0.06%
14,581
-1,858
195
$404K 0.06%
+5,790
196
$401K 0.06%
15,643
197
$397K 0.06%
2,907
+1,606
198
$396K 0.06%
7,942
-2,520
199
$393K 0.06%
25,752
+7,000
200
$393K 0.06%
+2,494
6 7
8
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