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
651
$961K 0.01%
2,078
-196
652
$956K 0.01%
66,520
-3,800
653
$956K 0.01%
2,142
-1
654
$955K 0.01%
16,636
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655
$943K 0.01%
48,387
-7,874
656
$942K 0.01%
11,628
+1,280
657
$937K 0.01%
15,119
-111
658
$929K 0.01%
10,788
-1,859
659
$927K 0.01%
12,160
-52
660
$926K 0.01%
25,334
-138
661
$925K 0.01%
5,002
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662
$924K 0.01%
11,301
-274
663
$917K 0.01%
36,361
-2,937
664
$914K 0.01%
4,896
+710
665
$914K 0.01%
6,385
666
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6,728
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667
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7,366
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668
$896K 0.01%
35,010
+6,974
669
$891K 0.01%
18,495
+509
670
$890K 0.01%
21,574
671
$890K 0.01%
10,700
-692
672
$887K 0.01%
3,398
-1,174
673
$884K 0.01%
34,929
+24,100
674
$882K 0.01%
10,056
+17
675
$875K 0.01%
88,151
+13,498
25 26
27
28 29