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
$4.26B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$53.1M
3
+$49.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$45.2M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$40.2M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$17.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.3M

Sector Composition

1 Technology 6.06%
2 Healthcare 4.14%
3 Financials 2.57%
4 Industrials 2.13%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$705K 0.02%
+8,864
502
$700K 0.02%
16,562
+13
503
$698K 0.02%
+4,510
504
$698K 0.02%
6,112
+268
505
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+61,617
506
$684K 0.02%
19,188
507
$681K 0.02%
10,905
+255
508
$681K 0.02%
3,970
+274
509
$676K 0.02%
+1,512
510
$674K 0.02%
3,617
-26
511
$674K 0.02%
10,603
+125
512
$674K 0.02%
3,203
+154
513
$672K 0.02%
17,365
-1,005
514
$671K 0.02%
11,264
+7,219
515
$671K 0.02%
22,400
+931
516
$670K 0.02%
12,568
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517
$669K 0.02%
27,638
-37,186
518
$663K 0.02%
+3,026
519
$658K 0.02%
248
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520
$657K 0.02%
11,444
+38
521
$655K 0.02%
17,178
+681
522
$654K 0.02%
10,738
+2,155
523
$654K 0.02%
11,776
-730
524
$654K 0.02%
13,946
+3,339
525
$650K 0.02%
6,044
-191
19 20
21
22 23