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
751
$716K 0.01%
7,910
+592
752
$714K 0.01%
4,969
-99
753
$713K 0.01%
+27,745
754
$713K 0.01%
9,360
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755
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32,594
+3,982
756
$709K 0.01%
+2,054
757
$707K 0.01%
+10,584
758
$707K 0.01%
33,399
-1,896
759
$703K 0.01%
+6,244
760
$697K 0.01%
21,847
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761
$697K 0.01%
+54,730
762
$696K 0.01%
8,872
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763
$692K 0.01%
12,067
-2,610
764
$691K 0.01%
14,318
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765
$688K 0.01%
8,944
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$686K 0.01%
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6,884
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$678K 0.01%
6,972
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771
$676K 0.01%
41,568
-403
772
$675K 0.01%
6,217
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773
$673K 0.01%
17,960
-1,441
774
$673K 0.01%
15,547
775
$673K 0.01%
34,527
+3,372
29 30
31
32 33