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
1176
$273K ﹤0.01%
6,040
-12,629
1177
$273K ﹤0.01%
2,936
1178
$273K ﹤0.01%
4,490
1179
$273K ﹤0.01%
5,436
-78
1180
$273K ﹤0.01%
2,641
1181
$272K ﹤0.01%
4,344
-76
1182
$272K ﹤0.01%
3,658
-328
1183
$272K ﹤0.01%
1,376
-363
1184
$271K ﹤0.01%
+2,198
1185
$270K ﹤0.01%
3,952
-334
1186
$269K ﹤0.01%
2,913
-11
1187
$269K ﹤0.01%
578
+1
1188
$269K ﹤0.01%
1,902
+38
1189
$268K ﹤0.01%
6,691
-90
1190
$267K ﹤0.01%
1,543
+31
1191
$265K ﹤0.01%
1,281
-105
1192
$264K ﹤0.01%
+13,330
1193
$264K ﹤0.01%
627
-8
1194
$264K ﹤0.01%
+1,239
1195
$264K ﹤0.01%
10,700
+2,000
1196
$263K ﹤0.01%
3,286
+3
1197
$263K ﹤0.01%
6,596
-1,588
1198
$263K ﹤0.01%
4,580
+122
1199
$263K ﹤0.01%
7,300
-200
1200
$262K ﹤0.01%
5,445
-1,883
46 47
48
49 50