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
951
$428K 0.01%
7,852
-79
952
$426K ﹤0.01%
4,000
953
$426K ﹤0.01%
3,095
+22
954
$426K ﹤0.01%
31,558
-381
955
$425K ﹤0.01%
2,112
-341
956
$423K ﹤0.01%
11,512
+233
957
$420K ﹤0.01%
8,244
-69
958
$420K ﹤0.01%
1,692
+551
959
$420K ﹤0.01%
5,188
+2,291
960
$419K ﹤0.01%
1,254
-360
961
$418K ﹤0.01%
24,974
-45,867
962
$417K ﹤0.01%
20,594
+266
963
$415K ﹤0.01%
596
+5
964
$415K ﹤0.01%
3,107
+531
965
$413K ﹤0.01%
6,329
-1,191
966
$413K ﹤0.01%
2,575
-3,125
967
$413K ﹤0.01%
1,100
-11
968
$413K ﹤0.01%
4,862
-1,357
969
$412K ﹤0.01%
1,971
-8
970
$412K ﹤0.01%
9,559
971
$411K ﹤0.01%
11,217
-56,510
972
$411K ﹤0.01%
19,252
+699
973
$409K ﹤0.01%
11,108
-50,857
974
$408K ﹤0.01%
10,634
-1,493
975
$407K ﹤0.01%
5,438
+225
37 38
39
40 41