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
201
$952K 0.07%
4,257
-91
202
$949K 0.07%
29,832
+3,993
203
$946K 0.07%
14,849
-3,937
204
$941K 0.07%
18,261
205
$936K 0.06%
10,835
-6,954
206
$935K 0.06%
15,636
-6,684
207
$933K 0.06%
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-810
208
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4,892
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209
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6,111
-83
210
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20,040
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211
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28,978
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212
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61,063
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213
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7,167
+2,630
214
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5,695
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215
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217
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30,050
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218
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14,602
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219
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10,312
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220
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18,147
+3,150
221
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17,585
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222
$818K 0.06%
52,029
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223
$816K 0.06%
18,839
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224
$814K 0.06%
7,960
+1,240
225
$811K 0.06%
+22,064
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9
10 11