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
51
$34.5M 0.4%
143,817
+2,079
52
$32.5M 0.38%
281,554
+31,402
53
$32.2M 0.37%
1,073,782
-117,138
54
$31.5M 0.37%
408,219
-36,394
55
$31.4M 0.36%
359,535
+116,582
56
$31.2M 0.36%
935,949
+56,671
57
$31.2M 0.36%
350,188
-4,217
58
$30.3M 0.35%
318,168
+69,879
59
$28.7M 0.33%
1,034,361
-103,347
60
$28.1M 0.33%
542,909
+1,045
61
$26.5M 0.31%
143,376
-6,008
62
$26.4M 0.31%
58,170
+900
63
$26.3M 0.31%
1,053,601
-228,838
64
$25.7M 0.3%
979,484
+39,714
65
$25.6M 0.3%
356,453
+2
66
$25M 0.29%
94,709
+3,361
67
$24.9M 0.29%
280,995
-17,997
68
$24.9M 0.29%
142,006
-8,446
69
$24.4M 0.28%
391,634
+5,002
70
$24M 0.28%
46,953
+409
71
$23.9M 0.28%
473,749
-281,702
72
$23.6M 0.27%
531,433
+87,109
73
$22.8M 0.26%
98,284
-7,477
74
$22.6M 0.26%
908,539
-16,476
75
$22.3M 0.26%
436,357
+17,192
1 2
3
4 5