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
876
$587K 0.01%
20,500
-323
877
$586K 0.01%
10,757
+58
878
$584K 0.01%
13,021
-2,657
879
$584K 0.01%
13,330
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880
$584K 0.01%
6,190
+1,942
881
$583K 0.01%
5,358
-15,644
882
$580K 0.01%
3,969
-25
883
$580K 0.01%
12,030
+647
884
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17,196
-7,511
885
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10,120
-543
886
$577K 0.01%
7,446
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887
$576K 0.01%
7,075
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888
$575K 0.01%
4,628
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889
$574K 0.01%
12,255
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890
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892
$563K 0.01%
8,895
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894
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10,492
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895
$560K 0.01%
4,362
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896
$560K 0.01%
27,458
+14,564
897
$556K 0.01%
1,000
-270
898
$556K 0.01%
5,127
+152
899
$556K 0.01%
18,090
+2,005
900
$553K 0.01%
3,562
+209
34 35
36
37 38