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
926
$520K 0.01%
10,574
-986
927
$519K 0.01%
25,344
+342
928
$518K 0.01%
17,063
+340
929
$516K 0.01%
19,341
+2
930
$516K 0.01%
88,446
-323,941
931
$515K 0.01%
4,101
932
$513K 0.01%
17,072
-8,797
933
$511K 0.01%
13,678
-629
934
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11,907
-27,427
935
$505K 0.01%
19,188
-88
936
$504K 0.01%
40,235
-75
937
$504K 0.01%
13,124
938
$502K 0.01%
14,015
+180
939
$498K 0.01%
2,913
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940
$498K 0.01%
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941
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942
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16,315
943
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9,686
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944
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7,931
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945
$494K 0.01%
3,396
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$493K 0.01%
2,453
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947
$488K 0.01%
23,290
+297
948
$486K 0.01%
45,911
-13,404
949
$485K 0.01%
6,812
+109
950
$484K 0.01%
6,190
+88
36 37
38
39 40