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
901
$551K 0.01%
29,455
+463
902
$549K 0.01%
3,456
-98
903
$549K 0.01%
11,120
-1,395
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13,316
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905
$544K 0.01%
4,517
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906
$540K 0.01%
6,964
+390
907
$539K 0.01%
1,001
-443
908
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4,441
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909
$537K 0.01%
9,993
+326
910
$535K 0.01%
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911
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9,829
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912
$533K 0.01%
47,926
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913
$533K 0.01%
416
914
$533K 0.01%
9,110
-7,678
915
$532K 0.01%
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1,614
918
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5,260
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919
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63,850
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920
$526K 0.01%
650
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16,549
+221
922
$521K 0.01%
22,005
-264
923
$521K 0.01%
+1,158
924
$520K 0.01%
7,889
+196
925
$520K 0.01%
1,979
+26
35 36
37
38 39