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
776
$672K 0.01%
2,974
-36
777
$672K 0.01%
7,537
-149
778
$671K 0.01%
+13,404
779
$671K 0.01%
15,708
780
$668K 0.01%
12,346
+2,660
781
$667K 0.01%
5,835
-811
782
$666K 0.01%
+27,738
783
$663K 0.01%
+58,493
784
$661K 0.01%
11,513
-923
785
$661K 0.01%
29,396
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786
$651K 0.01%
21,051
+3,874
787
$650K 0.01%
14,117
+2,087
788
$650K 0.01%
26,050
-9,400
789
$646K 0.01%
17,230
-300
790
$644K 0.01%
12,085
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791
$642K 0.01%
5,882
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$642K 0.01%
8,134
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793
$641K 0.01%
6,143
-133
794
$640K 0.01%
5,130
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795
$636K 0.01%
11,728
796
$632K 0.01%
11,838
-2,226
797
$631K 0.01%
7,708
-1,315
798
$627K 0.01%
5,253
-642
799
$627K 0.01%
13,079
-6,095
800
$626K 0.01%
19,135
30 31
32
33 34