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
576
$1.27M 0.01%
14,619
+963
577
$1.27M 0.01%
6,856
-2,043
578
$1.26M 0.01%
9,943
-2,928
579
$1.25M 0.01%
26,750
+218
580
$1.25M 0.01%
31,647
+905
581
$1.24M 0.01%
21,528
-3,275
582
$1.24M 0.01%
+23,845
583
$1.24M 0.01%
27,496
+3,204
584
$1.24M 0.01%
11,689
+3,885
585
$1.24M 0.01%
70,167
+5,123
586
$1.24M 0.01%
14,384
-8
587
$1.23M 0.01%
10,497
+303
588
$1.23M 0.01%
15,557
+30
589
$1.22M 0.01%
4,078
+174
590
$1.22M 0.01%
6,245
+180
591
$1.21M 0.01%
5,294
-137
592
$1.21M 0.01%
12,647
-400
593
$1.21M 0.01%
5,033
-506
594
$1.2M 0.01%
31,247
-496
595
$1.18M 0.01%
9,005
+1,371
596
$1.18M 0.01%
5,081
+1,107
597
$1.18M 0.01%
31,358
-4,509
598
$1.18M 0.01%
18,433
+413
599
$1.17M 0.01%
4,188
+881
600
$1.17M 0.01%
47,955
+12,266
22 23
24
25 26