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
301
$3.67M 0.04%
26,135
-1,199
302
$3.65M 0.04%
7,028
+941
303
$3.62M 0.04%
10,440
-919
304
$3.59M 0.04%
7,248
+683
305
$3.58M 0.04%
100,084
+15,860
306
$3.57M 0.04%
26,190
+13,437
307
$3.57M 0.04%
123,254
-28,984
308
$3.56M 0.04%
+136,331
309
$3.53M 0.04%
65,146
+16,289
310
$3.52M 0.04%
84,230
+655
311
$3.45M 0.04%
31,186
-70,524
312
$3.45M 0.04%
30,807
-241
313
$3.44M 0.04%
32,355
-4,304
314
$3.42M 0.04%
14,436
-441
315
$3.4M 0.04%
62,440
+1,462
316
$3.39M 0.04%
9,790
-2,143
317
$3.38M 0.04%
19,704
+9,262
318
$3.33M 0.04%
14,915
-1,256
319
$3.32M 0.04%
211,587
-2,058
320
$3.31M 0.04%
27,507
+11,599
321
$3.3M 0.04%
67,693
-3,331
322
$3.28M 0.04%
9,287
-459
323
$3.27M 0.04%
20,098
-1,078
324
$3.27M 0.04%
777
-37
325
$3.26M 0.04%
32,399
-11,866
11 12
13
14 15