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
926
$455K 0.01%
19,005
-3,000
927
$455K 0.01%
16,822
+2,290
928
$450K 0.01%
3,169
+442
929
$450K 0.01%
+3,353
930
$450K 0.01%
7,611
-20
931
$449K 0.01%
2,411
-74
932
$449K 0.01%
9,678
-12,294
933
$449K 0.01%
2,976
-586
934
$448K 0.01%
19,218
935
$448K 0.01%
18,978
936
$447K 0.01%
8,987
937
$445K 0.01%
3,761
+29
938
$443K 0.01%
2,559
-2,933
939
$442K 0.01%
5,588
-267
940
$441K 0.01%
1,472
-298
941
$440K 0.01%
1,320
-15
942
$438K 0.01%
3,555
+926
943
$435K 0.01%
88,921
+28,766
944
$434K 0.01%
1,287
+2
945
$434K 0.01%
6,680
-3,269
946
$432K 0.01%
+8,974
947
$431K 0.01%
84,096
-4,350
948
$431K 0.01%
4,363
949
$431K 0.01%
20,689
-8,334
950
$428K 0.01%
19,294
-10,064
36 37
38
39 40