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
726
$834K 0.01%
2,589
-16
727
$833K 0.01%
556
-13
728
$828K 0.01%
14,795
-29
729
$827K 0.01%
22,179
+265
730
$826K 0.01%
5,195
+1,985
731
$824K 0.01%
793
+81
732
$823K 0.01%
21,034
-49
733
$820K 0.01%
2,053
+541
734
$818K 0.01%
7,447
+15
735
$815K 0.01%
4,529
+588
736
$814K 0.01%
4,294
+278
737
$814K 0.01%
16,726
-1,164
738
$813K 0.01%
+17,627
739
$810K 0.01%
12,719
-197
740
$808K 0.01%
34,035
741
$807K 0.01%
4,186
-37
742
$804K 0.01%
26,066
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743
$797K 0.01%
31,498
-3,534
744
$796K 0.01%
10,348
+2,325
745
$790K 0.01%
26,100
-2,695
746
$787K 0.01%
21,885
+2,861
747
$785K 0.01%
8,735
-84
748
$784K 0.01%
15,453
749
$784K 0.01%
25,921
+3,957
750
$783K 0.01%
+7,630
28 29
30
31 32