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
476
$1.74M 0.02%
47,293
+6,180
477
$1.74M 0.02%
36,854
+3,994
478
$1.73M 0.02%
10,044
-1,248
479
$1.73M 0.02%
11,556
+5,492
480
$1.73M 0.02%
19,382
+390
481
$1.72M 0.02%
36,466
+14,352
482
$1.72M 0.02%
44,777
-385
483
$1.71M 0.02%
27,344
-3,390
484
$1.71M 0.02%
21,302
-2,326
485
$1.71M 0.02%
40,715
+284
486
$1.71M 0.02%
51,433
-1,764
487
$1.7M 0.02%
6,277
+4,024
488
$1.7M 0.02%
17,684
+828
489
$1.69M 0.02%
3,684
+40
490
$1.68M 0.02%
54,718
+5,517
491
$1.67M 0.02%
21,359
+556
492
$1.66M 0.02%
15,988
+770
493
$1.66M 0.02%
6,519
-1,263
494
$1.66M 0.02%
8,689
+414
495
$1.66M 0.02%
309,838
+14,459
496
$1.65M 0.02%
3,513
+26
497
$1.65M 0.02%
25,351
+1,713
498
$1.64M 0.02%
35,733
-25,030
499
$1.64M 0.02%
20,337
-655
500
$1.63M 0.02%
36,806
+402
18 19
20
21 22