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
1076
$358K ﹤0.01%
3,415
+450
1077
$357K ﹤0.01%
5,871
-623
1078
$357K ﹤0.01%
5,078
-1,507
1079
$357K ﹤0.01%
131,670
+4,909
1080
$357K ﹤0.01%
11,318
+3,972
1081
$355K ﹤0.01%
17,830
+4,258
1082
$354K ﹤0.01%
4,000
+58
1083
$354K ﹤0.01%
2,663
-397
1084
$354K ﹤0.01%
2,624
+166
1085
$353K ﹤0.01%
7,520
+218
1086
$353K ﹤0.01%
1,227
+3
1087
$348K ﹤0.01%
25,429
+358
1088
$348K ﹤0.01%
2,576
+35
1089
$345K ﹤0.01%
44,525
+724
1090
$345K ﹤0.01%
+2,298
1091
$345K ﹤0.01%
15,619
1092
$344K ﹤0.01%
6,000
1093
$343K ﹤0.01%
17,871
+409
1094
$342K ﹤0.01%
8,074
-1,722
1095
$341K ﹤0.01%
9,434
+19
1096
$340K ﹤0.01%
9,469
-523
1097
$339K ﹤0.01%
6,615
1098
$339K ﹤0.01%
26,530
+328
1099
$338K ﹤0.01%
3,884
+263
1100
$338K ﹤0.01%
6,634
-57
42 43
44
45 46