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
1101
$337K ﹤0.01%
2,727
-528
1102
$336K ﹤0.01%
+2,570
1103
$335K ﹤0.01%
972
-83
1104
$335K ﹤0.01%
6,991
+1,486
1105
$334K ﹤0.01%
1,741
+22
1106
$334K ﹤0.01%
10,730
-174
1107
$333K ﹤0.01%
2,809
+81
1108
$333K ﹤0.01%
8,829
1109
$332K ﹤0.01%
1,115
-489
1110
$332K ﹤0.01%
4,637
1111
$331K ﹤0.01%
106,071
+54,987
1112
$330K ﹤0.01%
4,157
-41
1113
$328K ﹤0.01%
12,600
+9
1114
$327K ﹤0.01%
+2,895
1115
$327K ﹤0.01%
4,047
+137
1116
$327K ﹤0.01%
16,219
-1,448
1117
$325K ﹤0.01%
11,772
+2
1118
$325K ﹤0.01%
5,495
-23
1119
$325K ﹤0.01%
5,070
+298
1120
$325K ﹤0.01%
4,104
+26
1121
$324K ﹤0.01%
8,862
-2,892
1122
$324K ﹤0.01%
2,022
+27
1123
$322K ﹤0.01%
4,286
1124
$322K ﹤0.01%
5,213
+336
1125
$322K ﹤0.01%
11,511
-946
43 44
45
46 47