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
376
$2.61M 0.03%
104,225
-7,656
377
$2.61M 0.03%
28,158
+12,918
378
$2.61M 0.03%
2,749
+142
379
$2.61M 0.03%
8,057
+511
380
$2.54M 0.03%
11,041
-1,707
381
$2.5M 0.03%
36,882
+12,638
382
$2.48M 0.03%
47,965
-1,731
383
$2.48M 0.03%
18,277
-23
384
$2.47M 0.03%
176,075
+3,145
385
$2.46M 0.03%
+51,184
386
$2.46M 0.03%
14,647
+184
387
$2.45M 0.03%
25,462
-222
388
$2.45M 0.03%
14,208
-1,804
389
$2.44M 0.03%
67,727
-1,490
390
$2.44M 0.03%
64,395
+430
391
$2.42M 0.03%
7,309
+305
392
$2.42M 0.03%
29,334
-929
393
$2.38M 0.03%
22,979
+2,600
394
$2.38M 0.03%
76,105
+558
395
$2.37M 0.03%
21,224
+771
396
$2.35M 0.03%
68,011
+522
397
$2.35M 0.03%
58,003
-55,756
398
$2.34M 0.03%
106,913
-18,208
399
$2.34M 0.03%
196,724
+13,182
400
$2.33M 0.03%
71,932
+26,290
14 15
16
17 18