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
876
$223K 0.01%
+6,709
877
$223K 0.01%
11,500
878
$222K 0.01%
+2,203
879
$221K 0.01%
6,326
+133
880
$221K 0.01%
7,286
+216
881
$220K 0.01%
+3,471
882
$220K 0.01%
+4,447
883
$219K 0.01%
8,396
-485
884
$219K 0.01%
1,493
-446
885
$218K 0.01%
3,847
-310
886
$217K 0.01%
+1,628
887
$217K 0.01%
3,410
888
$217K 0.01%
+66,111
889
$216K 0.01%
8,069
890
$216K 0.01%
6,648
-2,542
891
$215K 0.01%
+2,581
892
$214K 0.01%
3,191
893
$214K 0.01%
45,000
+1,700
894
$214K 0.01%
17,168
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895
$211K 0.01%
+9,050
896
$211K 0.01%
4,506
+4
897
$211K 0.01%
+2,495
898
$211K ﹤0.01%
2,924
+13
899
$209K ﹤0.01%
+6,592
900
$209K ﹤0.01%
753
-85
34 35
36
37 38