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
976
$407K ﹤0.01%
6,926
+114
977
$406K ﹤0.01%
2,944
+135
978
$404K ﹤0.01%
+7,802
979
$403K ﹤0.01%
14,629
+1,201
980
$402K ﹤0.01%
11,565
-4,233
981
$402K ﹤0.01%
+79,378
982
$401K ﹤0.01%
1,270
+155
983
$401K ﹤0.01%
10,467
-30,248
984
$401K ﹤0.01%
13,032
-3,625
985
$401K ﹤0.01%
880
-131
986
$399K ﹤0.01%
20,389
+596
987
$399K ﹤0.01%
+13,547
988
$399K ﹤0.01%
15,696
+793
989
$398K ﹤0.01%
1,893
-16
990
$396K ﹤0.01%
5,603
-414
991
$395K ﹤0.01%
3,260
-1,842
992
$395K ﹤0.01%
8,936
-2,035
993
$394K ﹤0.01%
9,615
+3,450
994
$393K ﹤0.01%
35,108
+10,075
995
$391K ﹤0.01%
6,960
+74
996
$388K ﹤0.01%
1,811
+347
997
$387K ﹤0.01%
2,963
+50
998
$386K ﹤0.01%
7,337
-1,773
999
$386K ﹤0.01%
15,487
-38,997
1000
$385K ﹤0.01%
12,749
38 39
40
41 42