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
676
$875K 0.01%
830
+37
677
$875K 0.01%
8,391
-1,213
678
$874K 0.01%
690
+14
679
$874K 0.01%
4,069
-460
680
$872K 0.01%
85,103
-5,784
681
$868K 0.01%
55,628
-14,539
682
$868K 0.01%
4,501
+207
683
$866K 0.01%
20,479
-26
684
$858K 0.01%
17,120
+2,962
685
$858K 0.01%
16,583
-4
686
$854K 0.01%
+71,529
687
$854K 0.01%
6,633
688
$850K 0.01%
+15,130
689
$850K 0.01%
10,083
-97
690
$846K 0.01%
9,472
-705
691
$845K 0.01%
8,860
692
$842K 0.01%
13,198
+3,012
693
$839K 0.01%
38,844
+9,389
694
$834K 0.01%
9,120
+1,480
695
$832K 0.01%
8,286
-79
696
$831K 0.01%
6,225
-1,788
697
$831K 0.01%
5,100
-1,145
698
$831K 0.01%
+30,136
699
$829K 0.01%
7,582
+2,322
700
$825K 0.01%
16,700
-3,939
26 27
28
29 30