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
426
$1.95M 0.02%
25,376
+435
427
$1.94M 0.02%
27,496
+8,030
428
$1.94M 0.02%
200,607
-4,447
429
$1.93M 0.02%
18,948
-927
430
$1.92M 0.02%
22,607
+10,918
431
$1.91M 0.02%
22,735
-244
432
$1.91M 0.02%
14,559
+78
433
$1.91M 0.02%
38,485
-7,236
434
$1.91M 0.02%
37,947
+5,803
435
$1.9M 0.02%
17,197
-487
436
$1.9M 0.02%
17,837
-1,533
437
$1.9M 0.02%
42,465
+24,838
438
$1.88M 0.02%
14,230
-463
439
$1.86M 0.02%
32,076
-381
440
$1.85M 0.02%
7,677
-479
441
$1.85M 0.02%
16,501
+919
442
$1.85M 0.02%
35,580
+1,091
443
$1.85M 0.02%
12,485
-2,651
444
$1.85M 0.02%
+72,851
445
$1.83M 0.02%
38,279
-949
446
$1.82M 0.02%
38,252
-2,752
447
$1.82M 0.02%
5,319
+1,131
448
$1.81M 0.02%
73,588
+45,717
449
$1.8M 0.02%
77,517
+13,025
450
$1.8M 0.02%
20,196
-925
16 17
18
19 20