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
176
$1.64M 0.08%
33,897
+3,390
177
$1.63M 0.08%
6,738
-104
178
$1.63M 0.08%
14,237
-1,144
179
$1.62M 0.08%
25,714
+2,190
180
$1.62M 0.08%
26,363
-1,210
181
$1.58M 0.07%
4,471
+501
182
$1.57M 0.07%
19,962
-9,396
183
$1.57M 0.07%
112,161
+38,777
184
$1.56M 0.07%
8,371
-1,335
185
$1.55M 0.07%
5,663
-138
186
$1.54M 0.07%
60,232
+2,896
187
$1.54M 0.07%
28,888
+4,254
188
$1.53M 0.07%
9,522
-339
189
$1.53M 0.07%
48,124
+5,116
190
$1.53M 0.07%
9,002
+544
191
$1.53M 0.07%
45,195
+3,975
192
$1.49M 0.07%
6,865
-880
193
$1.48M 0.07%
6,308
-9
194
$1.47M 0.07%
42,954
-4,950
195
$1.47M 0.07%
20,394
+17,085
196
$1.46M 0.07%
11,128
-13
197
$1.46M 0.07%
43,923
-75,138
198
$1.45M 0.07%
+44,163
199
$1.44M 0.07%
10,872
-3,927
200
$1.44M 0.07%
4,375
-35
6 7
8
9 10