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
601
$1.1M 0.01%
3,858
+128
602
$1.1M 0.01%
24,223
+710
603
$1.1M 0.01%
27,317
-135,349
604
$1.1M 0.01%
3,812
-62
605
$1.09M 0.01%
5,207
-2,708
606
$1.09M 0.01%
7,654
+178
607
$1.09M 0.01%
11,853
-774
608
$1.09M 0.01%
9,248
+1,801
609
$1.09M 0.01%
2,700
-117
610
$1.09M 0.01%
6,314
-195
611
$1.08M 0.01%
23,380
-2,462
612
$1.08M 0.01%
21,041
+1
613
$1.07M 0.01%
28,010
-16,922
614
$1.07M 0.01%
35,983
-2,148
615
$1.07M 0.01%
42,329
-2,894
616
$1.07M 0.01%
11,145
+8,823
617
$1.06M 0.01%
29,906
-572
618
$1.06M 0.01%
19,230
+3,589
619
$1.06M 0.01%
7,552
-469
620
$1.05M 0.01%
3,511
-567
621
$1.04M 0.01%
27,041
-17,736
622
$1.04M 0.01%
12,965
+1,159
623
$1.04M 0.01%
4,608
-77
624
$1.04M 0.01%
28,238
+6,353
625
$1.04M 0.01%
5,094
-144
23 24
25
26 27