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
$8.76B
AUM Growth
+$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,474
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$65.2M
3
+$26.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$22.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$21.6M

Top Sells

1
+$29.5M
2
+$26.4M
3
+$20.1M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$20M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$16.1M

Sector Composition

1 Technology 6.47%
2 Financials 2.68%
3 Healthcare 2.68%
4 Consumer Discretionary 2.35%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.85M 0.06%
28,378
+1,042
252
$4.84M 0.06%
39,939
-3,171
253
$4.82M 0.06%
49,403
+7,636
254
$4.8M 0.05%
26,724
-2,142
255
$4.75M 0.05%
86,373
-5,420
256
$4.69M 0.05%
84,282
+13,822
257
$4.63M 0.05%
60,255
-1,200
258
$4.59M 0.05%
74,610
-382
259
$4.56M 0.05%
38,933
+33
260
$4.53M 0.05%
13,129
+694
261
$4.51M 0.05%
7,262
-288
262
$4.48M 0.05%
89,156
+21,072
263
$4.42M 0.05%
20,011
+2,741
264
$4.42M 0.05%
241,367
+20,527
265
$4.4M 0.05%
224,738
+5,583
266
$4.37M 0.05%
61,630
+2,790
267
$4.35M 0.05%
43,232
+11,214
268
$4.34M 0.05%
172,820
-12,450
269
$4.3M 0.05%
51,432
+24,986
270
$4.27M 0.05%
35,831
-1,669
271
$4.26M 0.05%
130,019
+7,841
272
$4.26M 0.05%
37,683
-14,667
273
$4.25M 0.05%
16,736
-3,380
274
$4.23M 0.05%
60,330
-1,436
275
$4.2M 0.05%
190,699
+17,469
9 10
11
12 13