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
351
$2.84M 0.03%
10,096
-183
352
$2.83M 0.03%
79,752
-933
353
$2.83M 0.03%
55,385
+3,975
354
$2.81M 0.03%
98,722
-1,233
355
$2.81M 0.03%
16,114
-428
356
$2.81M 0.03%
4,782
-66
357
$2.8M 0.03%
6,703
-1,221
358
$2.8M 0.03%
225,411
-1,632
359
$2.79M 0.03%
61,285
+3,233
360
$2.78M 0.03%
27,890
+9,236
361
$2.76M 0.03%
83,105
-382
362
$2.75M 0.03%
13,258
+903
363
$2.74M 0.03%
25,014
+2,784
364
$2.73M 0.03%
5,733
-94
365
$2.73M 0.03%
22,195
-4,105
366
$2.72M 0.03%
32,416
+1,580
367
$2.71M 0.03%
3,499
+130
368
$2.71M 0.03%
119,196
+2,410
369
$2.68M 0.03%
44,496
-3,239
370
$2.67M 0.03%
71,959
+3,168
371
$2.67M 0.03%
13,223
+1,531
372
$2.65M 0.03%
40,955
+408
373
$2.65M 0.03%
9,199
-1,589
374
$2.65M 0.03%
15,859
-415
375
$2.61M 0.03%
219,921
+26,168
13 14
15
16 17