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
1051
$353K ﹤0.01%
39,058
+17,838
1052
$351K ﹤0.01%
+148,266
1053
$350K ﹤0.01%
2,450
+8
1054
$350K ﹤0.01%
4,729
-905
1055
$350K ﹤0.01%
287
1056
$349K ﹤0.01%
7,388
-232
1057
$349K ﹤0.01%
4,710
-1,227
1058
$349K ﹤0.01%
5,707
+2,448
1059
$348K ﹤0.01%
11,875
-812
1060
$348K ﹤0.01%
10,124
-1,699
1061
$347K ﹤0.01%
5,333
-98
1062
$346K ﹤0.01%
4,090
-12
1063
$343K ﹤0.01%
8,265
-16,595
1064
$342K ﹤0.01%
+1,790
1065
$340K ﹤0.01%
3,072
-5,933
1066
$340K ﹤0.01%
4,637
1067
$339K ﹤0.01%
1,620
-64
1068
$339K ﹤0.01%
8,010
1069
$339K ﹤0.01%
+16,234
1070
$337K ﹤0.01%
14,053
+2
1071
$337K ﹤0.01%
3,531
-220
1072
$337K ﹤0.01%
2,028
-435
1073
$337K ﹤0.01%
17,842
-29
1074
$337K ﹤0.01%
5,121
+43
1075
$334K ﹤0.01%
34,383
+1,227
41 42
43
44 45