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
851
$620K 0.01%
9,158
+488
852
$620K 0.01%
17,659
+270
853
$618K 0.01%
2,176
+58
854
$617K 0.01%
8,606
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$617K 0.01%
41,971
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856
$616K 0.01%
2,391
-180
857
$614K 0.01%
19,135
858
$614K 0.01%
31,155
+2,301
859
$612K 0.01%
10,971
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860
$610K 0.01%
24,572
861
$608K 0.01%
5,694
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862
$604K 0.01%
14,636
-260
863
$602K 0.01%
25,820
+27
864
$597K 0.01%
1,612
+76
865
$595K 0.01%
9,293
+38
866
$595K 0.01%
20,250
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867
$595K 0.01%
5,754
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$593K 0.01%
17,327
869
$593K 0.01%
8,869
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870
$592K 0.01%
11,728
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871
$592K 0.01%
19,125
+1,014
872
$591K 0.01%
22,105
-1,021
873
$590K 0.01%
25,964
+177
874
$588K 0.01%
10,944
-881
875
$588K 0.01%
12,269
33 34
35
36 37