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
451
$1.79M 0.02%
22,920
+13,245
452
$1.78M 0.02%
1,612
-144
453
$1.78M 0.02%
47,333
+40
454
$1.76M 0.02%
13,105
-82
455
$1.75M 0.02%
4,739
-233
456
$1.73M 0.02%
821
-173
457
$1.73M 0.02%
12,384
-7,714
458
$1.71M 0.02%
16,423
-1,688
459
$1.7M 0.02%
3,538
-146
460
$1.7M 0.02%
88,062
-137,349
461
$1.68M 0.02%
20,845
+8,603
462
$1.68M 0.02%
10,344
-2,879
463
$1.68M 0.02%
53,571
-1,222
464
$1.67M 0.02%
9,132
-296
465
$1.67M 0.02%
45,030
+607
466
$1.66M 0.02%
16,063
+94
467
$1.65M 0.02%
5,281
-1,363
468
$1.65M 0.02%
47,285
+1,966
469
$1.65M 0.02%
27,680
-16,816
470
$1.65M 0.02%
29,151
+3,800
471
$1.65M 0.02%
5,017
-2,601
472
$1.65M 0.02%
34,230
-2,236
473
$1.65M 0.02%
3,093
-420
474
$1.64M 0.02%
16,349
-6,039
475
$1.64M 0.02%
77,888
+127
17 18
19
20 21