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
701
$825K 0.01%
7,020
-717
702
$822K 0.01%
12,180
-1,968
703
$817K 0.01%
11,467
-14,120
704
$817K 0.01%
34,298
-626
705
$815K 0.01%
13,473
+863
706
$812K 0.01%
+12,345
707
$808K 0.01%
8,590
-90
708
$808K 0.01%
4,942
-34
709
$807K 0.01%
25,700
+700
710
$803K 0.01%
45,825
-6,601
711
$802K 0.01%
34,035
712
$800K 0.01%
+3,081
713
$799K 0.01%
10,453
+1,832
714
$797K 0.01%
5,531
+172
715
$794K 0.01%
5,424
+21
716
$793K 0.01%
32,347
-15,608
717
$790K 0.01%
2,300
-289
718
$787K 0.01%
+12,012
719
$783K 0.01%
12,739
-626
720
$782K 0.01%
18,080
-3,565
721
$778K 0.01%
6,320
-7
722
$778K 0.01%
10,977
+200
723
$774K 0.01%
8,569
-788
724
$771K 0.01%
14,536
+5,102
725
$771K 0.01%
2,267
-380
27 28
29
30 31