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
76
$22.6M 0.26%
58,764
-1,206
77
$22.1M 0.25%
188,904
+6,168
78
$21.8M 0.25%
69,396
-2,311
79
$21.8M 0.25%
419,165
+19,917
80
$21.7M 0.25%
477,071
-11,819
81
$21.5M 0.25%
108,412
+6,222
82
$21.1M 0.24%
126,226
+4,562
83
$20.8M 0.24%
739,899
-14,490
84
$20.6M 0.24%
444,324
-430,245
85
$20.4M 0.23%
356,038
-12,337
86
$19.9M 0.23%
246,997
-343
87
$19.6M 0.22%
+414,289
88
$19.3M 0.22%
670,313
+239,643
89
$18.9M 0.22%
21,342
-144
90
$18.8M 0.22%
687,683
+100,326
91
$18.6M 0.21%
475,167
+18,371
92
$18.2M 0.21%
105,761
-3,549
93
$18.2M 0.21%
154,946
+15,258
94
$18.1M 0.21%
510,288
+193,461
95
$17.8M 0.2%
634,210
+200,877
96
$17.8M 0.2%
338,429
+10,953
97
$17.7M 0.2%
30,233
-3,995
98
$17.6M 0.2%
223,912
-21,767
99
$17.6M 0.2%
64,078
-3,740
100
$17.3M 0.2%
353,787
-8,489
2 3
4
5 6