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
526
$1.53M 0.02%
8,021
-64
527
$1.53M 0.02%
3,561
-49
528
$1.52M 0.02%
11,891
+205
529
$1.52M 0.02%
6,107
+95
530
$1.5M 0.02%
4,004
+2,113
531
$1.5M 0.02%
20,416
-1,184
532
$1.5M 0.02%
25,081
-3,161
533
$1.5M 0.02%
12,788
+7,994
534
$1.49M 0.02%
5,393
-754
535
$1.48M 0.02%
64,492
+9,302
536
$1.48M 0.02%
16,792
+1,217
537
$1.48M 0.02%
16,450
+1,619
538
$1.48M 0.02%
11,969
-252
539
$1.48M 0.02%
25,797
+15,130
540
$1.46M 0.02%
+20,707
541
$1.45M 0.02%
51,148
+3,671
542
$1.45M 0.02%
41,192
-2,325
543
$1.45M 0.02%
3,078
+113
544
$1.45M 0.02%
124,536
+450
545
$1.44M 0.02%
22,392
+22
546
$1.44M 0.02%
27,853
-1,633
547
$1.44M 0.02%
5,430
+86
548
$1.43M 0.02%
41,501
549
$1.42M 0.02%
32,093
-12,432
550
$1.42M 0.02%
33,209
+875
20 21
22
23 24