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
726
$767K 0.01%
10,624
-1,266
727
$765K 0.01%
20,826
-2,977
728
$765K 0.01%
2,837
-53
729
$763K 0.01%
31,422
-76
730
$761K 0.01%
11,779
+1,979
731
$760K 0.01%
3,772
-2,381
732
$760K 0.01%
73,326
+46,849
733
$757K 0.01%
3,061
+155
734
$753K 0.01%
11,687
-237
735
$750K 0.01%
+16,828
736
$749K 0.01%
+10,301
737
$744K 0.01%
14,848
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738
$741K 0.01%
5,097
-6,459
739
$737K 0.01%
4,290
-388
740
$730K 0.01%
16,768
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741
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742
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5,727
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743
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1,496
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744
$724K 0.01%
2,978
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745
$724K 0.01%
12,108
-12,973
746
$722K 0.01%
66,821
-396,606
747
$722K 0.01%
1,174
-20
748
$722K 0.01%
22,491
+3,366
749
$722K 0.01%
8,528
-207
750
$719K 0.01%
12,675
-44
28 29
30
31 32