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
1151
$283K ﹤0.01%
1,393
-107
1152
$282K ﹤0.01%
17,887
+467
1153
$282K ﹤0.01%
1,113
-51
1154
$282K ﹤0.01%
14,655
-3,184
1155
$282K ﹤0.01%
2,774
-36,159
1156
$281K ﹤0.01%
+7,643
1157
$281K ﹤0.01%
9,250
-11,000
1158
$281K ﹤0.01%
6,447
-658
1159
$281K ﹤0.01%
23,953
+361
1160
$281K ﹤0.01%
+3,747
1161
$281K ﹤0.01%
1,890
+336
1162
$280K ﹤0.01%
16,313
-459
1163
$279K ﹤0.01%
6,895
-2,391
1164
$279K ﹤0.01%
4,053
-51
1165
$279K ﹤0.01%
15,197
-566
1166
$278K ﹤0.01%
14,821
1167
$278K ﹤0.01%
2,987
-4
1168
$278K ﹤0.01%
4,014
-2
1169
$277K ﹤0.01%
3,426
-52
1170
$277K ﹤0.01%
13,178
-114
1171
$275K ﹤0.01%
8,671
+174
1172
$274K ﹤0.01%
4,193
+26
1173
$274K ﹤0.01%
5,848
-786
1174
$274K ﹤0.01%
10,457
-5,482
1175
$274K ﹤0.01%
1,245
+1
45 46
47
48 49