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
951
$479K 0.01%
11,901
+103
952
$479K 0.01%
1,841
-879
953
$478K 0.01%
8,290
-249
954
$478K 0.01%
5,035
+76
955
$477K 0.01%
10,916
956
$476K 0.01%
5,855
+253
957
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4,128
-893
958
$474K 0.01%
3,998
+622
959
$473K 0.01%
14,370
960
$471K 0.01%
11,320
+5,890
961
$466K 0.01%
4,363
962
$465K 0.01%
4,954
+166
963
$465K 0.01%
20,328
+4,315
964
$463K 0.01%
6,244
+266
965
$463K 0.01%
7,631
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$463K 0.01%
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$461K 0.01%
6,017
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969
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3,181
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970
$460K 0.01%
12,130
-212
971
$459K 0.01%
3,068
+217
972
$456K 0.01%
10,767
+1,366
973
$455K 0.01%
15,939
-161
974
$453K 0.01%
19,218
975
$451K 0.01%
6,854
+138
37 38
39
40 41