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
551
$599K 0.01%
9,705
+1,621
552
$597K 0.01%
20,740
-2,226
553
$596K 0.01%
+2,200
554
$594K 0.01%
+4,173
555
$594K 0.01%
+28,802
556
$592K 0.01%
14,498
+334
557
$591K 0.01%
+6,047
558
$591K 0.01%
+12,426
559
$590K 0.01%
19,796
-3,625
560
$589K 0.01%
3,607
+695
561
$586K 0.01%
4,699
+159
562
$585K 0.01%
+30,510
563
$584K 0.01%
11,020
+2,560
564
$582K 0.01%
7,672
+634
565
$578K 0.01%
+13,236
566
$578K 0.01%
28,983
+1,005
567
$575K 0.01%
4,356
+338
568
$573K 0.01%
6,882
+655
569
$572K 0.01%
3,632
-3,369
570
$572K 0.01%
14,784
-110
571
$569K 0.01%
18,522
+6,428
572
$568K 0.01%
3,313
+325
573
$568K 0.01%
7,510
-118
574
$567K 0.01%
13,516
+6,468
575
$567K 0.01%
11,512
-6,994
21 22
23
24 25