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
301
$3.55M 0.04%
15,547
+2,459
302
$3.52M 0.04%
62,486
+32,979
303
$3.52M 0.04%
47,591
+6,636
304
$3.51M 0.04%
53,702
+29,539
305
$3.47M 0.04%
65,715
-5,649
306
$3.46M 0.04%
+105,334
307
$3.44M 0.04%
41,731
-813
308
$3.43M 0.04%
28,217
+710
309
$3.43M 0.04%
9,738
+451
310
$3.38M 0.04%
12,241
+3,042
311
$3.36M 0.04%
45,347
-848
312
$3.33M 0.04%
101,005
-20,475
313
$3.32M 0.04%
7,923
+2,190
314
$3.31M 0.04%
69,275
+1,582
315
$3.3M 0.04%
44,132
-84,159
316
$3.29M 0.04%
32,771
+372
317
$3.28M 0.04%
28,752
-2,074
318
$3.26M 0.04%
9,089
-701
319
$3.25M 0.04%
128,839
-13,258
320
$3.23M 0.04%
454,003
+144,165
321
$3.22M 0.04%
25,349
-786
322
$3.22M 0.04%
15,963
+2,705
323
$3.21M 0.04%
647
-130
324
$3.17M 0.04%
5,095
+313
325
$3.17M 0.04%
72,566
+11,281
11 12
13
14 15