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
276
$4.05M 0.05%
7,112
277
$4.02M 0.05%
18,193
-1,818
278
$3.99M 0.05%
59,431
+1,327
279
$3.96M 0.05%
78,054
-158,370
280
$3.94M 0.05%
43,223
-6,180
281
$3.88M 0.05%
217,093
-24,274
282
$3.84M 0.04%
16,742
+5,325
283
$3.84M 0.04%
20,469
+4,692
284
$3.84M 0.04%
42,930
-45,362
285
$3.82M 0.04%
50,523
-909
286
$3.8M 0.04%
75,675
+13,235
287
$3.8M 0.04%
143,116
+19,862
288
$3.79M 0.04%
166,606
+3,727
289
$3.77M 0.04%
17,903
-10,043
290
$3.76M 0.04%
32,457
-7,482
291
$3.74M 0.04%
113,702
+13,618
292
$3.72M 0.04%
91,542
+173
293
$3.69M 0.04%
30,695
-378
294
$3.69M 0.04%
5,868
-1,394
295
$3.65M 0.04%
64,327
-44,929
296
$3.64M 0.04%
42,342
+6,511
297
$3.63M 0.04%
65,563
-9,047
298
$3.6M 0.04%
29,798
-1,543
299
$3.57M 0.04%
31,527
-2,842
300
$3.56M 0.04%
45,000
-15,255
10 11
12
13 14