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
626
$1.03M 0.01%
3,149
+2,492
627
$1.03M 0.01%
15,700
-46
628
$1.03M 0.01%
13,901
+89
629
$1.03M 0.01%
19,509
+1,148
630
$1.01M 0.01%
6,769
+800
631
$1.01M 0.01%
16,676
-188
632
$1M 0.01%
4,821
-212
633
$1,000K 0.01%
17,086
-378
634
$1,000K 0.01%
3,942
-99
635
$995K 0.01%
3,537
-2,363
636
$989K 0.01%
4,085
+569
637
$985K 0.01%
9,319
-624
638
$984K 0.01%
4,387
+101
639
$981K 0.01%
12,958
+24
640
$980K 0.01%
13,790
-4,643
641
$980K 0.01%
30,692
+3,106
642
$979K 0.01%
45,056
-1,647
643
$978K 0.01%
17,174
+2,346
644
$976K 0.01%
19,242
+11,063
645
$975K 0.01%
10,722
-3,727
646
$973K 0.01%
+19,342
647
$970K 0.01%
28,251
-2,996
648
$970K 0.01%
31,409
+10,860
649
$966K 0.01%
27,083
-528
650
$963K 0.01%
10,315
-40
24 25
26
27 28