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
176
$1.23M 0.09%
51,211
-5,243
177
$1.22M 0.08%
15,387
-1,061
178
$1.21M 0.08%
24,150
-2,790
179
$1.19M 0.08%
36,679
+295
180
$1.18M 0.08%
22,069
-3,290
181
$1.16M 0.08%
5,416
-494
182
$1.16M 0.08%
37,748
-60,628
183
$1.16M 0.08%
10,498
-1,721
184
$1.16M 0.08%
9,166
+1,088
185
$1.15M 0.08%
21,600
+12,438
186
$1.15M 0.08%
53,306
+1,900
187
$1.15M 0.08%
6,788
-3,747
188
$1.15M 0.08%
15,207
-189
189
$1.14M 0.08%
6,023
+2,086
190
$1.11M 0.08%
6,699
+349
191
$1.09M 0.08%
27,479
+4,551
192
$1.07M 0.07%
17,679
-525
193
$1.06M 0.07%
10,366
-1,187
194
$1.05M 0.07%
32,996
-1,294
195
$1.02M 0.07%
9,767
+454
196
$1.02M 0.07%
6,824
-631
197
$1.01M 0.07%
68,195
-22,802
198
$984K 0.07%
47,626
-352
199
$979K 0.07%
46,470
-73,190
200
$973K 0.07%
61,378
6 7
8
9 10