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
601
$521K 0.01%
+141,285
602
$521K 0.01%
5,496
+375
603
$520K 0.01%
8,687
-200
604
$520K 0.01%
14,177
+4,240
605
$519K 0.01%
+6,905
606
$516K 0.01%
+2,695
607
$515K 0.01%
10,044
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608
$512K 0.01%
27,638
+1,284
609
$511K 0.01%
8,578
+1,865
610
$510K 0.01%
4,853
-42
611
$510K 0.01%
7,637
+893
612
$509K 0.01%
13,415
+3,746
613
$508K 0.01%
18,035
+6,490
614
$508K 0.01%
618
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615
$507K 0.01%
16,512
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616
$507K 0.01%
5,209
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$506K 0.01%
2,654
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618
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2,112
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619
$504K 0.01%
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620
$498K 0.01%
24,716
+7,150
621
$497K 0.01%
5,756
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622
$497K 0.01%
13,971
+4,454
623
$495K 0.01%
+19,957
624
$493K 0.01%
881
+210
625
$493K 0.01%
10,592
+1,737
23 24
25
26 27