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
301
$1.68M 0.04%
16,102
+2,548
302
$1.67M 0.04%
47,881
-7,897
303
$1.66M 0.04%
37,279
+407
304
$1.66M 0.04%
14,809
+81
305
$1.65M 0.04%
8,514
+4,947
306
$1.65M 0.04%
7,195
-2,789
307
$1.64M 0.04%
14,334
+2,679
308
$1.62M 0.04%
49,565
-2,582
309
$1.6M 0.04%
9,627
+4,254
310
$1.59M 0.04%
48,580
+19,452
311
$1.58M 0.04%
36,988
+12,992
312
$1.57M 0.04%
15,532
+4,004
313
$1.57M 0.04%
142,329
-26,456
314
$1.56M 0.04%
33,641
+5,292
315
$1.56M 0.04%
76,337
-2,930
316
$1.56M 0.04%
+75,480
317
$1.56M 0.04%
3,384
+1,291
318
$1.55M 0.04%
5,418
+1,753
319
$1.54M 0.04%
55,095
+5,736
320
$1.53M 0.04%
38,639
-726
321
$1.52M 0.04%
3,948
-285
322
$1.51M 0.04%
11,626
+3,098
323
$1.49M 0.04%
9,657
+1,997
324
$1.48M 0.03%
19,154
+9,553
325
$1.47M 0.03%
10,981
+476
11 12
13
14 15