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
551
$1.3M 0.02%
15,292
-14,042
552
$1.29M 0.02%
35,904
-8,028
553
$1.29M 0.01%
+4,978
554
$1.28M 0.01%
22,381
-11
555
$1.28M 0.01%
6,624
-232
556
$1.27M 0.01%
29,819
-10,807
557
$1.27M 0.01%
15,609
+52
558
$1.26M 0.01%
23,460
+1,932
559
$1.26M 0.01%
11,545
-1,515
560
$1.26M 0.01%
21,070
+654
561
$1.26M 0.01%
62,637
-30,042
562
$1.25M 0.01%
5,062
-232
563
$1.24M 0.01%
2,546
-35
564
$1.23M 0.01%
23,845
565
$1.22M 0.01%
5,216
-53
566
$1.22M 0.01%
25,147
+2,162
567
$1.22M 0.01%
42,540
-23,168
568
$1.21M 0.01%
14,377
-5,005
569
$1.21M 0.01%
46,076
-5,072
570
$1.21M 0.01%
4,489
-1,778
571
$1.21M 0.01%
6,612
-34
572
$1.2M 0.01%
26,761
+11
573
$1.19M 0.01%
29,591
-4,856
574
$1.19M 0.01%
9,022
+63
575
$1.19M 0.01%
29,445
-6,288
21 22
23
24 25