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
826
$262K 0.01%
8,181
+1,250
827
$260K 0.01%
+27,638
828
$258K 0.01%
2,333
-485
829
$257K 0.01%
+1,506
830
$253K 0.01%
1,074
831
$252K 0.01%
53,572
+1,248
832
$252K 0.01%
+47,104
833
$251K 0.01%
954
+44
834
$251K 0.01%
4,025
+4
835
$251K 0.01%
+649
836
$251K 0.01%
9,144
-642
837
$249K 0.01%
8,345
-1,005
838
$248K 0.01%
3,655
+8
839
$247K 0.01%
6,570
-1,700
840
$246K 0.01%
1,239
+23
841
$244K 0.01%
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842
$244K 0.01%
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843
$243K 0.01%
452
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844
$243K 0.01%
+1,166
845
$240K 0.01%
+2,592
846
$240K 0.01%
39,512
-1,884
847
$239K 0.01%
8,727
+132
848
$238K 0.01%
+779
849
$238K 0.01%
+874
850
$237K 0.01%
8,532
+1,101
32 33
34
35 36