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
676
$429K 0.01%
+5,683
677
$424K 0.01%
3,172
678
$423K 0.01%
7,112
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679
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680
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681
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682
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25,855
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684
$408K 0.01%
12,626
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685
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686
$406K 0.01%
17,334
-2,902
687
$406K 0.01%
+2,370
688
$404K 0.01%
5,995
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689
$403K 0.01%
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690
$398K 0.01%
1,930
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691
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695
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9,004
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696
$389K 0.01%
36,276
-2,535
697
$388K 0.01%
11,187
+8
698
$388K 0.01%
1,535
+2
699
$387K 0.01%
3,648
+1,370
700
$387K 0.01%
4,042
+320
26 27
28
29 30