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
$6.36B
AUM Growth
+$651M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$74.7M
3
+$58.2M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.8M
5
VT icon
Vanguard Total World Stock ETF
VT
+$39.4M

Top Sells

1
+$48.3M
2
+$47.8M
3
+$29.3M
4
OEF icon
iShares S&P 100 ETF
OEF
+$27.8M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$21.5M

Sector Composition

1 Technology 6.15%
2 Healthcare 3.45%
3 Financials 2.57%
4 Consumer Discretionary 2.28%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.95M 0.09%
33,850
+2,261
177
$5.95M 0.09%
59,181
+1,680
178
$5.88M 0.09%
36,077
-540
179
$5.86M 0.09%
173,757
+911
180
$5.79M 0.09%
42,577
-7,312
181
$5.73M 0.09%
11,908
-1,228
182
$5.65M 0.09%
62,510
+3,815
183
$5.62M 0.09%
128,925
+13,807
184
$5.61M 0.09%
91,671
-1,169
185
$5.6M 0.09%
99,698
+7,194
186
$5.58M 0.09%
86,109
+33,873
187
$5.5M 0.09%
+53,573
188
$5.42M 0.09%
172,141
-32,471
189
$5.36M 0.08%
49,517
-24,219
190
$5.32M 0.08%
106,605
-7,474
191
$5.29M 0.08%
28,969
-4,647
192
$5.24M 0.08%
77,829
-5,355
193
$5.21M 0.08%
104,335
-3,643
194
$5.2M 0.08%
22,825
+1,575
195
$5.2M 0.08%
33,231
+3,046
196
$5.13M 0.08%
87,620
+11,635
197
$5.1M 0.08%
121,440
-5,493
198
$5.09M 0.08%
120,478
-67
199
$4.95M 0.08%
174,874
+1,906
200
$4.92M 0.08%
12,387
+405
6 7
8
9 10