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
401
$2.33M 0.03%
50,820
-1,879
402
$2.33M 0.03%
38,116
+27,618
403
$2.28M 0.03%
50,949
-2,171
404
$2.28M 0.03%
45,721
+715
405
$2.27M 0.03%
22,388
-5,497
406
$2.26M 0.03%
48,862
+16,931
407
$2.25M 0.03%
61,770
-6,509
408
$2.23M 0.03%
61,965
-11,700
409
$2.23M 0.03%
76,457
-12,919
410
$2.23M 0.03%
73,027
-4,301
411
$2.23M 0.03%
35,676
-665
412
$2.23M 0.03%
53,857
-1,945
413
$2.23M 0.03%
62,826
+9,584
414
$2.22M 0.03%
85,514
+29,161
415
$2.21M 0.03%
9,066
+27
416
$2.2M 0.03%
26,504
-2,112
417
$2.19M 0.03%
9,428
-219
418
$2.18M 0.02%
37,492
-595
419
$2.17M 0.02%
92,679
-15,169
420
$2.16M 0.02%
+83,244
421
$2.16M 0.02%
40,658
-33
422
$2.15M 0.02%
27,645
+1,333
423
$2.14M 0.02%
118,465
-432
424
$2.14M 0.02%
205,054
-709
425
$2.14M 0.02%
52,743
+4,176
15 16
17
18 19