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
801
$285K 0.01%
+4,674
802
$283K 0.01%
+411
803
$282K 0.01%
6,858
804
$282K 0.01%
8,883
-550
805
$282K 0.01%
+2,017
806
$282K 0.01%
+2,948
807
$281K 0.01%
12,729
-199
808
$281K 0.01%
+1,390
809
$281K 0.01%
5,980
+1,630
810
$281K 0.01%
1,153
+13
811
$280K 0.01%
6,674
-1,279
812
$280K 0.01%
+2,672
813
$280K 0.01%
+27,833
814
$273K 0.01%
13,824
-350
815
$272K 0.01%
1,382
-638
816
$271K 0.01%
15,917
+60
817
$270K 0.01%
1,854
-300
818
$269K 0.01%
+1,511
819
$266K 0.01%
5,986
+141
820
$264K 0.01%
+4,534
821
$264K 0.01%
+5,273
822
$264K 0.01%
+1,837
823
$264K 0.01%
+4,783
824
$263K 0.01%
1,605
+19
825
$262K 0.01%
6,457
+1,543
31 32
33
34 35