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
476
$1.64M 0.02%
43,857
+12,210
477
$1.64M 0.02%
9,884
+1,195
478
$1.63M 0.02%
35,427
-15,522
479
$1.62M 0.02%
5,811
-296
480
$1.61M 0.02%
18,236
-1,551
481
$1.61M 0.02%
26,257
+460
482
$1.59M 0.02%
61,455
+48,855
483
$1.59M 0.02%
5,377
-16
484
$1.58M 0.02%
13,821
+4,525
485
$1.58M 0.02%
13,647
+859
486
$1.57M 0.02%
+6,303
487
$1.57M 0.02%
6,834
+746
488
$1.57M 0.02%
6,682
+163
489
$1.56M 0.02%
6,941
+27
490
$1.56M 0.02%
36,499
-10,641
491
$1.55M 0.02%
7,528
+210
492
$1.55M 0.02%
58,266
-18,191
493
$1.55M 0.02%
33,942
-14,920
494
$1.54M 0.02%
7,240
-3,801
495
$1.54M 0.02%
61,388
-955
496
$1.54M 0.02%
32,125
-2,169
497
$1.53M 0.02%
+76,044
498
$1.52M 0.02%
122,097
-2,439
499
$1.52M 0.02%
25,119
-27,187
500
$1.51M 0.02%
15,079
-28,153
18 19
20
21 22