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
526
$1.4M 0.02%
3,531
-473
527
$1.4M 0.02%
10,648
+7,127
528
$1.39M 0.02%
15,602
-386
529
$1.39M 0.02%
15,240
+411
530
$1.38M 0.02%
20,529
-368
531
$1.38M 0.02%
11,061
-908
532
$1.37M 0.02%
10,144
-1,081
533
$1.37M 0.02%
20,026
-311
534
$1.37M 0.02%
61,622
+1
535
$1.36M 0.02%
3,209
+131
536
$1.36M 0.02%
29,986
-6,868
537
$1.34M 0.02%
32,446
+171
538
$1.34M 0.02%
2,351
+13
539
$1.34M 0.02%
31,139
-9,034
540
$1.33M 0.02%
48,414
+3,805
541
$1.33M 0.02%
6,937
+213
542
$1.32M 0.02%
49,783
-2,890
543
$1.32M 0.02%
51,171
-1,311
544
$1.32M 0.02%
52,625
-120,195
545
$1.32M 0.02%
2,197
-154
546
$1.31M 0.02%
26,327
-1,526
547
$1.31M 0.02%
772
+200
548
$1.31M 0.02%
147,653
-34,874
549
$1.3M 0.02%
14,956
+337
550
$1.3M 0.02%
52,737
+24,314
20 21
22
23 24