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
$4.26B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$53.1M
3
+$49.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$45.2M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$40.2M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$17.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.3M

Sector Composition

1 Technology 6.06%
2 Healthcare 4.14%
3 Financials 2.57%
4 Industrials 2.13%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.98M 0.05%
10,361
-125
277
$1.98M 0.05%
52,923
+4,652
278
$1.95M 0.05%
14,879
+3,280
279
$1.94M 0.05%
10,720
+1,866
280
$1.94M 0.05%
61,229
+44,285
281
$1.92M 0.05%
194,521
-765
282
$1.91M 0.04%
14,146
-646
283
$1.89M 0.04%
23,443
-384
284
$1.87M 0.04%
84,476
+6,701
285
$1.87M 0.04%
79,815
+14,942
286
$1.86M 0.04%
101,045
-700
287
$1.84M 0.04%
63,074
+51,074
288
$1.79M 0.04%
5,027
+3,300
289
$1.79M 0.04%
3,870
+656
290
$1.78M 0.04%
10,762
-406
291
$1.78M 0.04%
8,896
+2,990
292
$1.75M 0.04%
46,107
+16,209
293
$1.75M 0.04%
14,239
+5,019
294
$1.74M 0.04%
7,798
-480
295
$1.74M 0.04%
49,685
-3,833
296
$1.73M 0.04%
22,035
+14,632
297
$1.72M 0.04%
31,424
+12,854
298
$1.7M 0.04%
28,970
+13,208
299
$1.69M 0.04%
20,437
-42,929
300
$1.69M 0.04%
18,153
+4,606
10 11
12
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