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
626
$1.08M 0.01%
29,590
627
$1.08M 0.01%
6,633
-8,159
628
$1.08M 0.01%
9,296
+153
629
$1.07M 0.01%
8,013
+6,127
630
$1.06M 0.01%
70,841
+1,541
631
$1.06M 0.01%
4,572
-154
632
$1.06M 0.01%
20,639
+410
633
$1.06M 0.01%
15,641
-369
634
$1.06M 0.01%
21,972
-2
635
$1.06M 0.01%
4,041
-1,952
636
$1.06M 0.01%
1,006
-4
637
$1.05M 0.01%
42,208
-1,498
638
$1.04M 0.01%
12,934
+2,152
639
$1.04M 0.01%
28,165
-871
640
$1.04M 0.01%
19,237
+10,466
641
$1.03M 0.01%
9,604
-877
642
$1.03M 0.01%
12,242
-982
643
$1.02M 0.01%
11,806
+202
644
$1.02M 0.01%
2,274
-37
645
$1.02M 0.01%
27,611
+15,991
646
$1.01M 0.01%
70,320
+800
647
$1.01M 0.01%
24,860
-3,167
648
$1.01M 0.01%
19,298
+337
649
$1.01M 0.01%
2,647
+370
650
$1.01M 0.01%
4,685
-551
24 25
26
27 28