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
826
$586K 0.01%
12,269
827
$582K 0.01%
+9,000
828
$580K 0.01%
1,934
-242
829
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12,702
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830
$578K 0.01%
15,191
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831
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18,802
-2,677
832
$577K 0.01%
2,485
-381
833
$577K 0.01%
5,103
+216
834
$576K 0.01%
11,018
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$576K 0.01%
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4,215
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837
$575K 0.01%
13,517
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$574K 0.01%
22,117
-8,498
839
$571K 0.01%
1,478
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840
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$567K 0.01%
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$565K 0.01%
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3,247
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3,113
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845
$559K 0.01%
281
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846
$559K 0.01%
3,256
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$557K 0.01%
52,716
-11,134
848
$555K 0.01%
18,312
+10,990
849
$555K 0.01%
10,804
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850
$551K 0.01%
2,465
-117
32 33
34
35 36