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
851
$237K 0.01%
6,775
852
$236K 0.01%
+2,407
853
$236K 0.01%
+6,389
854
$236K 0.01%
8,025
855
$235K 0.01%
4,680
+93
856
$235K 0.01%
+955
857
$235K 0.01%
+1,120
858
$234K 0.01%
9,381
+140
859
$233K 0.01%
9,387
+189
860
$233K 0.01%
18,604
-49,604
861
$233K 0.01%
+5,186
862
$232K 0.01%
+1,595
863
$230K 0.01%
4,247
-1,041
864
$229K 0.01%
+1,090
865
$229K 0.01%
1,636
-156
866
$229K 0.01%
6,780
+80
867
$229K 0.01%
5,992
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868
$228K 0.01%
2,005
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869
$228K 0.01%
12,499
+255
870
$226K 0.01%
+3,456
871
$225K 0.01%
+2,690
872
$225K 0.01%
+706
873
$225K 0.01%
+13,453
874
$225K 0.01%
+3,181
875
$224K 0.01%
+4,588
33 34
35
36 37