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
801
$624K 0.01%
9,519
-11,188
802
$621K 0.01%
53,259
-1,051
803
$619K 0.01%
2,911
-187
804
$619K 0.01%
12,848
+2,939
805
$618K 0.01%
10,175
+1,017
806
$615K 0.01%
+27,903
807
$615K 0.01%
6,097
-93
808
$614K 0.01%
12,593
-6,644
809
$614K 0.01%
3,623
-65
810
$608K 0.01%
7,276
+5
811
$606K 0.01%
24,488
-1,759
812
$600K 0.01%
13,331
+1
813
$599K 0.01%
+9,897
814
$599K 0.01%
+27,264
815
$599K 0.01%
5,699
-287
816
$598K 0.01%
+41,958
817
$597K 0.01%
3,175
-858
818
$597K 0.01%
8,890
+2,901
819
$596K 0.01%
69,383
+6,909
820
$595K 0.01%
7,768
+2,297
821
$592K 0.01%
24,591
-12,727
822
$591K 0.01%
16,935
+386
823
$591K 0.01%
9,329
+36
824
$590K 0.01%
21,546
-4,375
825
$587K 0.01%
14,525
+1,209
31 32
33
34 35