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
901
$208K ﹤0.01%
+3,980
902
$208K ﹤0.01%
+10,026
903
$208K ﹤0.01%
+3,149
904
$208K ﹤0.01%
+5,528
905
$208K ﹤0.01%
6,095
-1
906
$208K ﹤0.01%
+8,707
907
$207K ﹤0.01%
+1,576
908
$206K ﹤0.01%
+9,245
909
$206K ﹤0.01%
+7,369
910
$205K ﹤0.01%
+1,190
911
$204K ﹤0.01%
+2,362
912
$204K ﹤0.01%
+1,314
913
$203K ﹤0.01%
+1,285
914
$203K ﹤0.01%
+2,922
915
$201K ﹤0.01%
+1,205
916
$200K ﹤0.01%
+28,451
917
$198K ﹤0.01%
10,000
918
$197K ﹤0.01%
10,174
-3,487
919
$194K ﹤0.01%
+84,198
920
$190K ﹤0.01%
32,692
+1,000
921
$185K ﹤0.01%
+35,222
922
$178K ﹤0.01%
+44,848
923
$177K ﹤0.01%
14,625
+2,000
924
$172K ﹤0.01%
+11,930
925
$172K ﹤0.01%
16,917
+1,263
35 36
37
38 39