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
326
$3.26M 0.04%
15,777
+524
327
$3.23M 0.04%
36,820
+481
328
$3.23M 0.04%
13,088
-2,368
329
$3.21M 0.04%
44,578
+21,048
330
$3.2M 0.04%
38,783
+2,450
331
$3.19M 0.04%
65,750
+5,799
332
$3.18M 0.04%
43,744
+920
333
$3.18M 0.04%
22,762
-345
334
$3.17M 0.04%
11,417
-1,544
335
$3.17M 0.04%
40,107
-359
336
$3.16M 0.04%
20,963
-2,061
337
$3.12M 0.04%
11,054
-40
338
$3.12M 0.04%
7,242
-34
339
$3.11M 0.04%
79,714
-14,007
340
$3.11M 0.04%
82,763
+1,408
341
$3.11M 0.04%
6,002
+104
342
$3.11M 0.04%
53,734
-202
343
$3.06M 0.04%
22,403
-45
344
$3.05M 0.03%
63,486
-4,094
345
$3.05M 0.03%
46,195
-2,171
346
$2.97M 0.03%
49,171
+7,538
347
$2.96M 0.03%
14,770
+10,937
348
$2.95M 0.03%
78,528
-978
349
$2.95M 0.03%
59,840
-3,161
350
$2.89M 0.03%
34,213
-1,072
12 13
14
15 16