OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
+9.65%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$5.71B
AUM Growth
+$1.1B
(+24%)
Cap. Flow
+$677M
Cap. Flow
% of AUM
11.85%
Top 10 Holdings %
Top 10 Hldgs %
25.72%
Holding
1,171
New
182
Increased
503
Reduced
389
Closed
67
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$105M |
| 2 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$57.6M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$57.3M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$54.5M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$44.7M |
Top Sells
Sector Composition
| 1 | Technology | 6.85% |
| 2 | Healthcare | 3.57% |
| 3 | Financials | 2.73% |
| 4 | Consumer Discretionary | 2.24% |
| 5 | Industrials | 2.03% |
