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
1126
$303K ﹤0.01%
1,228
+1
1127
$302K ﹤0.01%
2,280
+19
1128
$301K ﹤0.01%
+3,884
1129
$301K ﹤0.01%
6,282
+100
1130
$300K ﹤0.01%
7,976
+12
1131
$299K ﹤0.01%
1,049
+22
1132
$299K ﹤0.01%
109,799
+3,728
1133
$298K ﹤0.01%
5,064
-6
1134
$298K ﹤0.01%
3,890
-110
1135
$297K ﹤0.01%
+22,077
1136
$296K ﹤0.01%
9,083
-386
1137
$296K ﹤0.01%
3,711
-173
1138
$295K ﹤0.01%
7,900
-21,690
1139
$295K ﹤0.01%
5,890
+1,296
1140
$293K ﹤0.01%
6,232
+798
1141
$293K ﹤0.01%
1,767
+17
1142
$293K ﹤0.01%
2,521
-289
1143
$290K ﹤0.01%
+2,099
1144
$290K ﹤0.01%
2,761
+625
1145
$289K ﹤0.01%
3,049
+47
1146
$289K ﹤0.01%
2,642
+28
1147
$287K ﹤0.01%
24,507
+14,331
1148
$287K ﹤0.01%
8,598
-2,718
1149
$285K ﹤0.01%
+6,545
1150
$285K ﹤0.01%
2,638
-79
44 45
46
47 48