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
1126
$321K ﹤0.01%
4,102
+48
1127
$321K ﹤0.01%
7,105
+157
1128
$320K ﹤0.01%
18,240
+107
1129
$320K ﹤0.01%
2,307
+82
1130
$320K ﹤0.01%
15,763
1131
$318K ﹤0.01%
38,903
-47,362
1132
$318K ﹤0.01%
19,793
-8,102
1133
$317K ﹤0.01%
10,715
+815
1134
$316K ﹤0.01%
13,292
+3,324
1135
$316K ﹤0.01%
7,964
+468
1136
$316K ﹤0.01%
2,740
-207
1137
$315K ﹤0.01%
6,781
1138
$314K ﹤0.01%
591
-39
1139
$314K ﹤0.01%
6,666
+304
1140
$313K ﹤0.01%
2,508
+115
1141
$312K ﹤0.01%
7,666
-615
1142
$310K ﹤0.01%
335
-46
1143
$306K ﹤0.01%
851
+31
1144
$305K ﹤0.01%
4,056
-63
1145
$305K ﹤0.01%
7,540
-164
1146
$305K ﹤0.01%
1,886
+59
1147
$305K ﹤0.01%
2,003
-357
1148
$305K ﹤0.01%
+1,037
1149
$305K ﹤0.01%
2,991
+80
1150
$305K ﹤0.01%
4,594
-18
44 45
46
47 48