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
$4.26B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$53.1M
3
+$49.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$45.2M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$40.2M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$17.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.3M

Sector Composition

1 Technology 6.06%
2 Healthcare 4.14%
3 Financials 2.57%
4 Industrials 2.13%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$876K 0.02%
+28,980
427
$875K 0.02%
2,538
+297
428
$868K 0.02%
16,789
+9,272
429
$867K 0.02%
21,813
+1,497
430
$864K 0.02%
11,037
+1,133
431
$862K 0.02%
11,236
-288
432
$861K 0.02%
17,143
+56
433
$859K 0.02%
1,491
-2,850
434
$859K 0.02%
13,312
+4,560
435
$856K 0.02%
+12,010
436
$854K 0.02%
17,822
+7,732
437
$853K 0.02%
11,905
+1,199
438
$852K 0.02%
6,354
+1,014
439
$846K 0.02%
36,008
-4,017
440
$833K 0.02%
23,702
+4,620
441
$833K 0.02%
9,049
+1,471
442
$828K 0.02%
+541
443
$827K 0.02%
11,214
+807
444
$822K 0.02%
21,996
+4,067
445
$822K 0.02%
16,568
-845
446
$818K 0.02%
+16,061
447
$811K 0.02%
13,095
-817
448
$810K 0.02%
+7,386
449
$808K 0.02%
5,134
-503
450
$803K 0.02%
+6,585
16 17
18
19 20