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
401
$2.14M 0.02%
3,742
-3,506
402
$2.13M 0.02%
33,022
+3,923
403
$2.13M 0.02%
42,747
+19,734
404
$2.13M 0.02%
15,187
-14
405
$2.13M 0.02%
25,295
-167
406
$2.11M 0.02%
32,130
+4,485
407
$2.1M 0.02%
+86,084
408
$2.09M 0.02%
42,722
-20,764
409
$2.09M 0.02%
72,108
+9,006
410
$2.07M 0.02%
35,802
-1,004
411
$2.07M 0.02%
35,033
-2,459
412
$2.06M 0.02%
3,264
-235
413
$2.05M 0.02%
35,032
-644
414
$2.04M 0.02%
71,852
-1,175
415
$2.04M 0.02%
+151,680
416
$2.04M 0.02%
15,506
-225
417
$2.03M 0.02%
39,779
+15,318
418
$2.03M 0.02%
51,914
419
$2.02M 0.02%
56,260
+1,542
420
$2.02M 0.02%
22,614
-96
421
$2.01M 0.02%
72,528
-3,577
422
$2M 0.02%
25,492
+4,190
423
$2M 0.02%
15,869
-2,389
424
$1.98M 0.02%
21,450
-9,357
425
$1.98M 0.02%
59,238
-2,532
15 16
17
18 19