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
1051
$377K ﹤0.01%
3,041
+560
1052
$374K ﹤0.01%
15,304
+933
1053
$373K ﹤0.01%
18,761
-33,916
1054
$372K ﹤0.01%
4,032
+13
1055
$371K ﹤0.01%
7,620
-2,901
1056
$369K ﹤0.01%
1,164
-80
1057
$368K ﹤0.01%
2,485
+356
1058
$368K ﹤0.01%
17,839
1059
$367K ﹤0.01%
3,751
-3,217
1060
$367K ﹤0.01%
628
-37
1061
$365K ﹤0.01%
287
-3
1062
$365K ﹤0.01%
2,442
+62
1063
$365K ﹤0.01%
69,442
+922
1064
$364K ﹤0.01%
3,847
+1,241
1065
$363K ﹤0.01%
1,666
+12
1066
$363K ﹤0.01%
5,466
1067
$362K ﹤0.01%
3,154
+614
1068
$361K ﹤0.01%
26,477
+1,248
1069
$361K ﹤0.01%
1,684
+142
1070
$361K ﹤0.01%
+3,040
1071
$361K ﹤0.01%
1,879
+17
1072
$360K ﹤0.01%
2,038
+33
1073
$359K ﹤0.01%
33,156
+13,134
1074
$358K ﹤0.01%
4,458
+280
1075
$358K ﹤0.01%
13,428
-2,132
41 42
43
44 45