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
876
$514K 0.01%
4,844
+2,450
877
$511K 0.01%
5,022
+237
878
$511K 0.01%
4,089
-12
879
$511K 0.01%
+53,101
880
$511K 0.01%
+2,169
881
$509K 0.01%
6,579
-206
882
$507K 0.01%
10,083
-6,642
883
$506K 0.01%
424
+8
884
$505K 0.01%
12,596
+180
885
$505K 0.01%
2,365
+699
886
$504K 0.01%
5,339
+1,557
887
$503K 0.01%
+11,691
888
$503K 0.01%
6,637
-217
889
$502K 0.01%
5,835
+81
890
$501K 0.01%
2,058
-1,398
891
$501K 0.01%
4,021
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892
$497K 0.01%
6,034
-1,412
893
$496K 0.01%
4,419
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894
$495K 0.01%
10,125
+132
895
$494K 0.01%
+7,065
896
$488K 0.01%
10,425
-149
897
$487K 0.01%
16,987
-85
898
$486K 0.01%
18,150
-2,350
899
$486K 0.01%
12,721
-45,282
900
$485K 0.01%
+56,080
34 35
36
37 38