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
901
$484K 0.01%
6,719
-356
902
$484K 0.01%
687
+37
903
$484K 0.01%
+1,670
904
$480K 0.01%
5,322
-2,906
905
$478K 0.01%
10,001
-119
906
$478K 0.01%
27,707
+6,143
907
$478K 0.01%
8,159
-330
908
$478K 0.01%
2,893
-262
909
$477K 0.01%
18,859
-8,252
910
$477K 0.01%
3,088
-66
911
$474K 0.01%
13,693
-2,352
912
$473K 0.01%
5,568
-1,025
913
$473K 0.01%
18,360
+270
914
$473K 0.01%
1,858
+17
915
$470K 0.01%
6,959
+1,493
916
$469K 0.01%
10,197
-12,200
917
$468K 0.01%
8,796
-99
918
$466K 0.01%
5,906
-3,143
919
$464K 0.01%
19,378
+37
920
$464K 0.01%
3,840
-522
921
$462K 0.01%
4,197
-244
922
$458K 0.01%
2,071
-320
923
$457K 0.01%
8,866
-2,078
924
$457K 0.01%
13,949
-7,085
925
$456K 0.01%
7,274
-615
35 36
37
38 39