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
201
$4.91M 0.08%
169,077
+6,700
202
$4.88M 0.08%
38,018
-3,953
203
$4.85M 0.08%
89,058
+19,780
204
$4.85M 0.08%
39,611
-1,675
205
$4.84M 0.08%
73,444
+3,021
206
$4.83M 0.08%
23,213
-536
207
$4.81M 0.08%
455,831
+19,075
208
$4.77M 0.07%
10,478
+195
209
$4.73M 0.07%
28,970
+723
210
$4.71M 0.07%
33,617
-7,168
211
$4.69M 0.07%
48,514
-1,392
212
$4.67M 0.07%
110,803
+2,245
213
$4.6M 0.07%
4,739
-2,987
214
$4.28M 0.07%
48,595
-1,545
215
$4.28M 0.07%
7,698
+740
216
$4.27M 0.07%
44,667
+2,103
217
$4.14M 0.07%
57,995
+1,285
218
$4.12M 0.06%
113,088
-1,489
219
$4.07M 0.06%
21,191
+1,832
220
$4.05M 0.06%
30,843
-3,002
221
$3.98M 0.06%
52,830
+240
222
$3.97M 0.06%
13,969
+342
223
$3.97M 0.06%
7,657
+987
224
$3.83M 0.06%
76,483
+824
225
$3.79M 0.06%
81,040
+66,712
7 8
9
10 11