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
851
$551K 0.01%
+17,531
852
$550K 0.01%
+12,591
853
$550K 0.01%
17,730
+9,844
854
$548K 0.01%
3,074
+6
855
$547K 0.01%
17,221
-438
856
$547K 0.01%
6,026
-508
857
$547K 0.01%
4,283
-345
858
$542K 0.01%
24,766
+1,476
859
$537K 0.01%
10,574
-546
860
$537K 0.01%
5,226
+894
861
$536K 0.01%
10,789
-40
862
$535K 0.01%
25,689
+345
863
$533K 0.01%
3,438
+42
864
$532K 0.01%
14,636
865
$531K 0.01%
1,021
+21
866
$529K 0.01%
4,801
-557
867
$527K 0.01%
1,020
+19
868
$527K 0.01%
17,142
-8,924
869
$524K 0.01%
2,905
-8
870
$520K 0.01%
139,414
+17,193
871
$518K 0.01%
4,492
+494
872
$518K 0.01%
5,391
+1,359
873
$517K 0.01%
4,869
-85
874
$516K 0.01%
4,209
-2,484
875
$514K 0.01%
17,060
+7,884
33 34
35
36 37