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
1176
$290K ﹤0.01%
3,959
-44
1177
$286K ﹤0.01%
+7,500
1178
$285K ﹤0.01%
686
+57
1179
$285K ﹤0.01%
3,283
+3
1180
$285K ﹤0.01%
5,634
-1,533
1181
$284K ﹤0.01%
5,824
+314
1182
$284K ﹤0.01%
4,473
-163
1183
$284K ﹤0.01%
14,821
1184
$282K ﹤0.01%
+7,444
1185
$282K ﹤0.01%
6,955
+638
1186
$282K ﹤0.01%
2,223
+142
1187
$281K ﹤0.01%
15,212
+252
1188
$281K ﹤0.01%
16,772
+2,256
1189
$281K ﹤0.01%
+1,021
1190
$281K ﹤0.01%
3,478
-84
1191
$280K ﹤0.01%
1,244
+55
1192
$279K ﹤0.01%
9,176
1193
$278K ﹤0.01%
9,800
1194
$278K ﹤0.01%
1,987
+45
1195
$278K ﹤0.01%
5,890
1196
$278K ﹤0.01%
+1,841
1197
$277K ﹤0.01%
+17,420
1198
$275K ﹤0.01%
1,750
1199
$275K ﹤0.01%
11,444
+26
1200
$275K ﹤0.01%
6,182
46 47
48
49 50