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
601
$1.17M 0.01%
572
+94
602
$1.17M 0.01%
10,149
-991
603
$1.16M 0.01%
30,478
+17,017
604
$1.16M 0.01%
2,338
-2,175
605
$1.15M 0.01%
23,013
+8,955
606
$1.15M 0.01%
52,400
-731,798
607
$1.15M 0.01%
45,223
-7,283
608
$1.14M 0.01%
38,131
-6,952
609
$1.14M 0.01%
17,440
-1,886
610
$1.14M 0.01%
22,985
+6,612
611
$1.13M 0.01%
27,861
-1,071
612
$1.13M 0.01%
7,476
+1,999
613
$1.13M 0.01%
31,012
+2,398
614
$1.12M 0.01%
23,513
-24
615
$1.11M 0.01%
5,384
-761
616
$1.11M 0.01%
10,194
+63
617
$1.11M 0.01%
15,746
618
$1.1M 0.01%
6,509
+190
619
$1.1M 0.01%
3,874
+15
620
$1.1M 0.01%
+6,153
621
$1.09M 0.01%
10,703
622
$1.09M 0.01%
56,261
623
$1.09M 0.01%
39,298
+355
624
$1.09M 0.01%
5,238
+65
625
$1.08M 0.01%
13,862
+1,555
23 24
25
26 27