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
376
$2.43M 0.03%
14,222
+14
377
$2.41M 0.03%
213,234
-6,687
378
$2.4M 0.03%
7,228
-81
379
$2.39M 0.03%
18,104
-173
380
$2.36M 0.03%
90,230
-8,492
381
$2.35M 0.03%
60,856
-11,103
382
$2.35M 0.03%
109,870
+23,010
383
$2.34M 0.03%
20,246
-1,949
384
$2.33M 0.03%
30,793
+14,001
385
$2.32M 0.03%
109,321
+2,408
386
$2.31M 0.03%
202,710
+5,986
387
$2.3M 0.03%
106,850
+95,844
388
$2.29M 0.03%
55,691
+2,948
389
$2.29M 0.03%
14,879
+109
390
$2.28M 0.03%
8,992
-74
391
$2.28M 0.03%
89,210
+8,073
392
$2.27M 0.03%
29,081
+15,283
393
$2.26M 0.03%
29,623
+8,264
394
$2.26M 0.03%
68,080
+5,254
395
$2.22M 0.03%
125,540
+7,075
396
$2.2M 0.03%
30,749
-3,464
397
$2.2M 0.03%
22,338
+14,708
398
$2.2M 0.03%
25,023
-1,481
399
$2.2M 0.03%
84,044
+800
400
$2.18M 0.03%
21,087
-137
14 15
16
17 18