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
276
$4.16M 0.05%
119,316
-1,824
277
$4.16M 0.05%
58,104
+352
278
$4.1M 0.05%
42,646
-4,753
279
$4.08M 0.05%
91,369
-4,014
280
$4.05M 0.05%
30,826
-2,593
281
$4.05M 0.05%
7,112
+7
282
$4.04M 0.05%
8,505
-246
283
$4.03M 0.05%
202,052
-675
284
$4.01M 0.05%
79,718
+3,603
285
$3.99M 0.05%
121,480
-32,262
286
$3.97M 0.05%
78,643
-13,532
287
$3.95M 0.05%
97,661
-8,760
288
$3.94M 0.05%
58,724
-8,375
289
$3.93M 0.04%
71,364
+1,683
290
$3.93M 0.04%
52,306
-2,522
291
$3.93M 0.04%
78,627
+11,042
292
$3.92M 0.04%
34,369
-6,316
293
$3.87M 0.04%
162,879
+1,781
294
$3.86M 0.04%
153,190
-590
295
$3.84M 0.04%
42,544
-3,567
296
$3.82M 0.04%
14,111
-890
297
$3.77M 0.04%
31,073
+947
298
$3.71M 0.04%
142,097
+17,083
299
$3.68M 0.04%
31,341
-1,819
300
$3.68M 0.04%
17,812
-1,418
10 11
12
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