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
501
$1.63M 0.02%
32,144
-4,244
502
$1.63M 0.02%
43,868
+14,902
503
$1.63M 0.02%
8,959
+4,507
504
$1.62M 0.02%
29,507
-2,257
505
$1.61M 0.02%
5,900
-89
506
$1.6M 0.02%
15,582
+7,529
507
$1.6M 0.02%
54,793
-756
508
$1.57M 0.02%
10,805
+2,661
509
$1.57M 0.02%
66,919
-48,449
510
$1.57M 0.02%
43,932
-1,984
511
$1.57M 0.02%
34,294
+2,232
512
$1.57M 0.02%
62,343
-1,861
513
$1.56M 0.02%
6,914
-156
514
$1.55M 0.02%
1,756
-189
515
$1.55M 0.02%
45,319
-2,634
516
$1.55M 0.02%
19,370
+2,191
517
$1.55M 0.02%
44,423
+929
518
$1.54M 0.02%
5,371
-157
519
$1.54M 0.02%
14,829
+2,847
520
$1.54M 0.02%
13,060
-263
521
$1.53M 0.02%
5,146
-291
522
$1.53M 0.02%
52,673
+1,098
523
$1.53M 0.02%
36,480
+29
524
$1.53M 0.02%
6,724
+120
525
$1.53M 0.02%
12,635
-88
19 20
21
22 23