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
351
$2.77M 0.03%
2,705
-44
352
$2.73M 0.03%
36,088
+1,942
353
$2.71M 0.03%
41,002
-2,742
354
$2.67M 0.03%
+62,659
355
$2.66M 0.03%
10,789
-3,322
356
$2.65M 0.03%
54,767
-5,073
357
$2.64M 0.03%
20,447
-1,956
358
$2.64M 0.03%
106,807
+2,582
359
$2.62M 0.03%
10,321
-733
360
$2.61M 0.03%
15,894
+35
361
$2.6M 0.03%
5,843
-159
362
$2.58M 0.03%
92,345
+6,831
363
$2.56M 0.03%
29,862
-6,958
364
$2.54M 0.03%
27,473
-4,943
365
$2.49M 0.03%
5,478
-1,764
366
$2.48M 0.03%
107,681
+66,835
367
$2.48M 0.03%
15,352
+705
368
$2.48M 0.03%
48,673
+8,015
369
$2.46M 0.03%
43,475
-4,490
370
$2.46M 0.03%
65,499
-18,731
371
$2.45M 0.03%
5,792
-911
372
$2.45M 0.03%
57,935
+4,078
373
$2.45M 0.03%
63,551
-844
374
$2.44M 0.03%
55,914
+4,730
375
$2.44M 0.03%
34,676
+7,332
13 14
15
16 17