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
826
$651K 0.01%
6,646
+88
827
$649K 0.01%
28,612
+15,885
828
$649K 0.01%
17,137
-202
829
$647K 0.01%
6,142
+79
830
$647K 0.01%
1,194
+139
831
$647K 0.01%
3,010
-284
832
$647K 0.01%
3,617
+212
833
$644K 0.01%
17,530
834
$644K 0.01%
1,770
+115
835
$641K 0.01%
+6,279
836
$640K 0.01%
12,610
-2,299
837
$640K 0.01%
3,098
+121
838
$640K 0.01%
29,358
+17
839
$635K 0.01%
29,023
-8,827
840
$632K 0.01%
2,866
-362
841
$630K 0.01%
7,820
-996
842
$629K 0.01%
7,271
-496
843
$627K 0.01%
16,045
-1,852
844
$626K 0.01%
5,335
+112
845
$625K 0.01%
5,102
+11
846
$624K 0.01%
2,558
+100
847
$624K 0.01%
2,613
+73
848
$622K 0.01%
6,219
-2,289
849
$621K 0.01%
14,833
+125
850
$621K 0.01%
2,933
-27
32 33
34
35 36