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
251
$4.68M 0.05%
94,332
+15,705
252
$4.67M 0.05%
164,415
+28,084
253
$4.67M 0.05%
19,469
+2,733
254
$4.66M 0.05%
89,145
+23,999
255
$4.66M 0.05%
75,125
+37,009
256
$4.61M 0.05%
22,431
+704
257
$4.6M 0.05%
6,633
-392
258
$4.58M 0.05%
20,267
+2,455
259
$4.54M 0.05%
42,478
+4,795
260
$4.52M 0.05%
40,588
-2,058
261
$4.51M 0.05%
9,063
-1,957
262
$4.49M 0.05%
80,630
-3,652
263
$4.46M 0.05%
117,412
+37,698
264
$4.45M 0.05%
89,049
+9,331
265
$4.38M 0.05%
94,732
+43,912
266
$4.3M 0.05%
87,688
-1,468
267
$4.28M 0.05%
187,873
-2,826
268
$4.27M 0.05%
39,009
-1,098
269
$4.25M 0.05%
58,668
-34,731
270
$4.23M 0.05%
19,933
+5,018
271
$4.23M 0.05%
59,260
-1,070
272
$4.23M 0.05%
11,670
-1,038
273
$4.22M 0.05%
45,642
+17,484
274
$4.17M 0.05%
33,076
+6,886
275
$4.14M 0.05%
131,474
+1,455
9 10
11
12 13