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
651
$464K 0.01%
+16,310
652
$463K 0.01%
2,052
-103
653
$463K 0.01%
+10,284
654
$460K 0.01%
1,383
+148
655
$459K 0.01%
+19,467
656
$458K 0.01%
+10,129
657
$458K 0.01%
1,799
+24
658
$457K 0.01%
4,047
+185
659
$457K 0.01%
5,005
-2,835
660
$455K 0.01%
7,550
+294
661
$455K 0.01%
125,419
-2,135
662
$454K 0.01%
+7,454
663
$454K 0.01%
1,364
+238
664
$453K 0.01%
7,120
-1,297
665
$452K 0.01%
3,255
+710
666
$452K 0.01%
4,792
-202
667
$445K 0.01%
3,871
+1,775
668
$442K 0.01%
17,870
669
$441K 0.01%
13,924
-214
670
$439K 0.01%
10,889
+893
671
$436K 0.01%
+10,008
672
$433K 0.01%
3,777
-56
673
$432K 0.01%
+3,233
674
$432K 0.01%
+9,099
675
$430K 0.01%
5,657
+811
25 26
27
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