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
451
$1.9M 0.02%
39,228
-184
452
$1.9M 0.02%
18,258
-3,449
453
$1.9M 0.02%
51,600
454
$1.88M 0.02%
7,915
+40
455
$1.87M 0.02%
22,710
+13,284
456
$1.87M 0.02%
3,542
-613
457
$1.86M 0.02%
63,102
-8,168
458
$1.85M 0.02%
44,932
-3,072
459
$1.85M 0.02%
12,029
+385
460
$1.84M 0.02%
13,187
-2,155
461
$1.83M 0.02%
34,489
-2,114
462
$1.83M 0.02%
994
-18
463
$1.81M 0.02%
10,195
-405
464
$1.8M 0.02%
77,761
-1,841
465
$1.8M 0.02%
40,173
+6,391
466
$1.79M 0.02%
182,527
-5,654
467
$1.79M 0.02%
24,941
+259
468
$1.79M 0.02%
25,587
+115
469
$1.79M 0.02%
18,111
-2,992
470
$1.78M 0.02%
41,004
+637
471
$1.76M 0.02%
6,267
+228
472
$1.76M 0.02%
15,969
-211
473
$1.76M 0.02%
24,163
+17,823
474
$1.75M 0.02%
11,225
-1,822
475
$1.74M 0.02%
19,787
-212
17 18
19
20 21