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
$4.26B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$53.1M
3
+$49.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$45.2M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$40.2M

Top Sells

1
+$18.7M
2
+$17.9M
3
+$17.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.3M

Sector Composition

1 Technology 6.06%
2 Healthcare 4.14%
3 Financials 2.57%
4 Industrials 2.13%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$304K 0.01%
2,716
-2,734
777
$304K 0.01%
6,000
778
$303K 0.01%
+10,648
779
$301K 0.01%
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780
$301K 0.01%
37,855
+179
781
$298K 0.01%
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+62
782
$298K 0.01%
4,949
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783
$298K 0.01%
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784
$297K 0.01%
5,282
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785
$297K 0.01%
6,722
+145
786
$296K 0.01%
+14,619
787
$296K 0.01%
10,720
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788
$296K 0.01%
401
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789
$296K 0.01%
5,964
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790
$295K 0.01%
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$292K 0.01%
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792
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$289K 0.01%
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3,545
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795
$289K 0.01%
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796
$288K 0.01%
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797
$287K 0.01%
+2,468
798
$286K 0.01%
+999
799
$286K 0.01%
2,509
+38
800
$285K 0.01%
5,812
+1,743
30 31
32
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