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
1151
$304K ﹤0.01%
5,460
-271
1152
$303K ﹤0.01%
25,033
+251
1153
$301K ﹤0.01%
741
+3
1154
$300K ﹤0.01%
7,639
-5,094
1155
$298K ﹤0.01%
13,871
-28
1156
$298K ﹤0.01%
590
-227
1157
$296K ﹤0.01%
2,707
+46
1158
$295K ﹤0.01%
1,996
-203
1159
$294K ﹤0.01%
8,010
+7
1160
$293K ﹤0.01%
3,782
+141
1161
$293K ﹤0.01%
2,261
-342
1162
$293K ﹤0.01%
+1,836
1163
$293K ﹤0.01%
2,629
-184
1164
$293K ﹤0.01%
4,016
+8
1165
$292K ﹤0.01%
9,687
+220
1166
$292K ﹤0.01%
+3,476
1167
$292K ﹤0.01%
+14,753
1168
$291K ﹤0.01%
6,161
+1,055
1169
$291K ﹤0.01%
3,240
+156
1170
$291K ﹤0.01%
4,169
-650
1171
$290K ﹤0.01%
11,411
-198
1172
$290K ﹤0.01%
3,410
1173
$290K ﹤0.01%
1,464
-214
1174
$290K ﹤0.01%
5,079
-306
1175
$290K ﹤0.01%
+2,922
45 46
47
48 49