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
776
$731K 0.01%
9,049
-66
777
$727K 0.01%
20,700
778
$723K 0.01%
17,000
779
$723K 0.01%
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781
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14,411
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782
$719K 0.01%
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783
$718K 0.01%
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784
$718K 0.01%
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785
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788
$712K 0.01%
27,111
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789
$711K 0.01%
5,986
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793
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795
$701K 0.01%
7,640
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796
$700K 0.01%
18,446
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797
$700K 0.01%
27,871
+11,218
798
$698K 0.01%
3,514
-26
799
$697K 0.01%
11,728
800
$697K 0.01%
71
+1
30 31
32
33 34