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
$8.62B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$24.6M
3
+$21.3M
4
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$18.2M
5
IAU icon
iShares Gold Trust
IAU
+$17.3M

Top Sells

1
+$37.2M
2
+$19.6M
3
+$14.2M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$11.5M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$10.9M

Sector Composition

1 Technology 6.52%
2 Financials 2.75%
3 Healthcare 2.3%
4 Consumer Discretionary 2.23%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.45M 0.06%
136,168
-11,219
227
$5.43M 0.06%
83,435
+4,256
228
$5.39M 0.06%
122,052
+2,736
229
$5.38M 0.06%
14,697
+1,568
230
$5.35M 0.06%
76,139
-83,567
231
$5.31M 0.06%
83,223
-2,841
232
$5.29M 0.06%
49,062
-1,928
233
$5.26M 0.06%
163,257
+91,325
234
$5.26M 0.06%
28,917
+539
235
$5.14M 0.06%
314,507
+129,923
236
$5.12M 0.06%
31,901
+361
237
$5.11M 0.06%
8,041
-59
238
$5.08M 0.06%
121,180
-730
239
$5.06M 0.06%
79,032
-6,603
240
$5.06M 0.06%
57,630
-11,296
241
$5M 0.06%
18,975
-224
242
$4.99M 0.06%
39,127
-3,698
243
$4.96M 0.06%
+137,613
244
$4.9M 0.06%
53,003
-1,167
245
$4.86M 0.06%
86,417
-39,096
246
$4.82M 0.06%
85,270
+1,325
247
$4.77M 0.06%
18,319
-580
248
$4.76M 0.06%
53,450
-8,180
249
$4.74M 0.05%
26,287
+6,583
250
$4.69M 0.05%
60,272
+1,548
8 9
10
11 12