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
751
$781K 0.01%
5,895
+677
752
$779K 0.01%
9,250
+4
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$777K 0.01%
6,904
-466
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$775K 0.01%
6,534
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755
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5,403
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756
$773K 0.01%
1,766
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757
$771K 0.01%
25,000
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758
$771K 0.01%
5,492
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759
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760
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6,327
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761
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8,365
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762
$761K 0.01%
2,890
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763
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14,069
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764
$755K 0.01%
14,522
+2,510
765
$754K 0.01%
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766
$752K 0.01%
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768
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1,912
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769
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9,675
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31,979
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771
$744K 0.01%
9,023
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$741K 0.01%
1,463
-138
773
$737K 0.01%
10,260
+123
774
$737K 0.01%
28,036
-2,514
775
$732K 0.01%
19,401
-1,916
29 30
31
32 33