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
576
$1.19M 0.01%
2,651
+1,577
577
$1.18M 0.01%
24,801
-2,695
578
$1.17M 0.01%
8,857
-1,948
579
$1.17M 0.01%
3,896
+419
580
$1.17M 0.01%
16,853
-587
581
$1.16M 0.01%
50,664
-16,255
582
$1.16M 0.01%
5,271
-113
583
$1.16M 0.01%
10,318
-179
584
$1.15M 0.01%
3,518
-1,563
585
$1.15M 0.01%
28,988
+7,459
586
$1.15M 0.01%
7,416
+2,221
587
$1.14M 0.01%
4,962
-5,233
588
$1.14M 0.01%
2,402
-6,103
589
$1.14M 0.01%
20,996
-47
590
$1.13M 0.01%
26,713
-1,148
591
$1.13M 0.01%
12,218
+3
592
$1.12M 0.01%
57,889
-166,849
593
$1.12M 0.01%
37,616
+11,516
594
$1.12M 0.01%
12,998
-6,676
595
$1.11M 0.01%
29,436
+1,271
596
$1.11M 0.01%
10,012
-182
597
$1.11M 0.01%
14,370
-14
598
$1.11M 0.01%
7,314
-13,649
599
$1.11M 0.01%
12,958
-904
600
$1.11M 0.01%
13,842
-2,608
22 23
24
25 26