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
$2.52B
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$8.32M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$6.65M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.82M

Top Sells

1
+$1.78M
2
+$1.68M
3
+$1.31M
4
JETS icon
US Global Jets ETF
JETS
+$1.28M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.11M

Sector Composition

1 Technology 5.45%
2 Financials 3.57%
3 Healthcare 2.96%
4 Communication Services 2.7%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.45M 0.06%
41,271
-746
202
$1.45M 0.06%
27,840
-1,468
203
$1.45M 0.06%
26,220
+2,355
204
$1.45M 0.06%
27,953
+21,150
205
$1.44M 0.06%
18,197
-1,333
206
$1.42M 0.06%
12,337
-2,299
207
$1.41M 0.06%
10,584
+7,068
208
$1.41M 0.06%
42,680
-160
209
$1.41M 0.06%
7,029
-23
210
$1.39M 0.05%
12,318
+1,965
211
$1.38M 0.05%
7,196
+1,293
212
$1.34M 0.05%
62,191
+18,576
213
$1.33M 0.05%
40,690
-3,000
214
$1.33M 0.05%
9,830
+590
215
$1.32M 0.05%
25,804
+3,800
216
$1.3M 0.05%
29,455
-1,742
217
$1.3M 0.05%
31,245
+642
218
$1.29M 0.05%
13,671
+1,896
219
$1.28M 0.05%
7,666
-100
220
$1.27M 0.05%
20,880
+610
221
$1.27M 0.05%
24,919
-2,969
222
$1.25M 0.05%
54,584
+1,370
223
$1.25M 0.05%
24,703
-99
224
$1.24M 0.05%
14,169
+5,342
225
$1.23M 0.05%
9,845
+1,078
7 8
9
10 11