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
501
$1.51M 0.02%
31,817
-8,103
502
$1.51M 0.02%
152,126
-40,059
503
$1.49M 0.02%
3,185
-357
504
$1.49M 0.02%
7,128
+1,757
505
$1.49M 0.02%
3,562
+1
506
$1.49M 0.02%
2,510
+457
507
$1.48M 0.02%
23,387
-252
508
$1.48M 0.02%
4,245
-3,812
509
$1.47M 0.02%
39,457
-4,411
510
$1.47M 0.02%
33,906
+697
511
$1.47M 0.02%
3,846
-2,431
512
$1.47M 0.02%
10,675
-1,354
513
$1.46M 0.02%
40,714
+9,702
514
$1.46M 0.02%
36,202
-278
515
$1.45M 0.02%
13,646
+7,456
516
$1.44M 0.02%
12,122
+1,419
517
$1.44M 0.02%
12,159
-476
518
$1.43M 0.02%
58,822
+29,111
519
$1.43M 0.02%
39,692
-1,500
520
$1.42M 0.02%
280,411
+153,638
521
$1.42M 0.02%
4,886
-260
522
$1.41M 0.02%
11,191
-700
523
$1.4M 0.02%
5,166
-264
524
$1.4M 0.02%
8,548
-1,496
525
$1.4M 0.02%
32,940
+847
19 20
21
22 23