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
201
$390K 0.06%
17,566
-104
202
$382K 0.06%
8,558
+2,884
203
$381K 0.06%
6,693
-26
204
$369K 0.05%
7,824
-1,084
205
$361K 0.05%
28,551
-4,200
206
$356K 0.05%
3,254
207
$356K 0.05%
5,598
-2,791
208
$351K 0.05%
1,778
+270
209
$351K 0.05%
13,576
210
$344K 0.05%
18,721
211
$342K 0.05%
4,000
212
$340K 0.05%
+5,432
213
$338K 0.05%
1,397
+845
214
$337K 0.05%
2,199
+1,540
215
$333K 0.05%
6,442
-3,822
216
$329K 0.05%
3,102
+2,276
217
$327K 0.05%
6,264
+1,838
218
$325K 0.05%
2,399
-470
219
$325K 0.05%
5,856
-254
220
$324K 0.05%
5,960
-771
221
$315K 0.05%
6,137
-15,677
222
$313K 0.05%
6,554
-120
223
$307K 0.04%
5,687
+1,302
224
$306K 0.04%
10,617
-6,010
225
$304K 0.04%
7,063
-359
7 8
9
10 11