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
551
$1.41M 0.02%
52,482
+25,012
552
$1.41M 0.02%
19,466
+3,338
553
$1.4M 0.02%
23,639
+1,297
554
$1.4M 0.02%
34,447
+1,456
555
$1.4M 0.02%
11,371
-2,093
556
$1.38M 0.02%
18,370
+12
557
$1.37M 0.02%
3,189
-50
558
$1.37M 0.02%
2,351
-677
559
$1.37M 0.02%
6,646
-386
560
$1.36M 0.02%
6,088
+3,265
561
$1.35M 0.02%
32,275
+513
562
$1.33M 0.02%
14,449
-9
563
$1.33M 0.02%
61,621
+247
564
$1.31M 0.02%
2,817
+1,086
565
$1.31M 0.02%
5,269
-315
566
$1.31M 0.01%
25,842
-2,509
567
$1.31M 0.01%
2,581
+575
568
$1.3M 0.01%
57,008
-1,620
569
$1.3M 0.01%
12,627
+426
570
$1.29M 0.01%
13,798
+961
571
$1.29M 0.01%
24,461
-1,050
572
$1.29M 0.01%
7,318
+725
573
$1.29M 0.01%
20,897
+267
574
$1.27M 0.01%
34,146
+998
575
$1.27M 0.01%
12,215
-1,114
21 22
23
24 25