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
426
$2.12M 0.02%
15,731
-1,585
427
$2.12M 0.02%
673
+1
428
$2.1M 0.02%
29,099
+4,528
429
$2.09M 0.02%
14,693
-1,533
430
$2.07M 0.02%
32,457
-2,422
431
$2.06M 0.02%
14,481
-2,085
432
$2.06M 0.02%
21,121
-3,098
433
$2.04M 0.02%
15,201
-761
434
$2.03M 0.02%
81,137
-236
435
$2.03M 0.02%
192,185
+54,830
436
$2M 0.02%
51,914
+2,230
437
$2M 0.02%
65,708
+6,109
438
$2M 0.02%
52,495
439
$1.99M 0.02%
47,140
-804
440
$1.98M 0.02%
40,626
-6,196
441
$1.98M 0.02%
15,136
+4,481
442
$1.96M 0.02%
6,644
+2,775
443
$1.94M 0.02%
7,618
+94
444
$1.93M 0.02%
4,972
-277
445
$1.93M 0.02%
86,860
+31,317
446
$1.93M 0.02%
19,674
+191
447
$1.93M 0.02%
184,584
-102
448
$1.92M 0.02%
39,920
-7,367
449
$1.91M 0.02%
8,156
-238
450
$1.91M 0.02%
19,875
+4,890
16 17
18
19 20