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
676
$942K 0.01%
3,477
+1,350
677
$942K 0.01%
18,669
-1,819
678
$933K 0.01%
11,392
-27
679
$926K 0.01%
28,718
680
$925K 0.01%
18,900
-1,422
681
$924K 0.01%
14,148
+998
682
$921K 0.01%
46,703
-4,222
683
$918K 0.01%
2,143
-72
684
$914K 0.01%
37,318
-10,102
685
$912K 0.01%
25,472
+10
686
$904K 0.01%
6,693
+1,192
687
$903K 0.01%
6,080
-88
688
$900K 0.01%
126,773
+2,865
689
$898K 0.01%
35,450
+1,000
690
$896K 0.01%
11,575
-1,540
691
$893K 0.01%
19,174
-2,198
692
$892K 0.01%
14,064
+3,720
693
$891K 0.01%
53,279
-1,218
694
$891K 0.01%
6,385
-8
695
$891K 0.01%
10,180
+189
696
$891K 0.01%
41,183
-2,913
697
$883K 0.01%
4,678
+68
698
$880K 0.01%
19,582
-3,500
699
$879K 0.01%
16,587
+15
700
$878K 0.01%
20,505
+222
26 27
28
29 30