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
651
$1.01M 0.01%
54,484
-149
652
$1.01M 0.01%
12,212
-1,128
653
$1M 0.01%
21,040
+65
654
$1M 0.01%
3,730
+34
655
$992K 0.01%
15,230
-1,134
656
$991K 0.01%
17,464
-776
657
$988K 0.01%
21,645
+1,434
658
$988K 0.01%
10,671
-142
659
$985K 0.01%
44,609
-1,076
660
$984K 0.01%
36,438
661
$972K 0.01%
5,700
+140
662
$972K 0.01%
16,864
+418
663
$970K 0.01%
11,890
-1,330
664
$969K 0.01%
52,426
-17,354
665
$965K 0.01%
676
-62
666
$962K 0.01%
74,653
+6,940
667
$961K 0.01%
21,043
+8,257
668
$959K 0.01%
5,969
-1,262
669
$958K 0.01%
18,361
-979
670
$957K 0.01%
10,355
+357
671
$955K 0.01%
6,167
-91
672
$950K 0.01%
23,803
+14,886
673
$946K 0.01%
13,812
+172
674
$944K 0.01%
40,846
+100
675
$943K 0.01%
18,048
+115
25 26
27
28 29