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
1201
$274K ﹤0.01%
4,490
1202
$273K ﹤0.01%
4,420
-584
1203
$273K ﹤0.01%
2,924
-397
1204
$273K ﹤0.01%
2,936
1205
$273K ﹤0.01%
+1,409
1206
$273K ﹤0.01%
1,739
-330
1207
$272K ﹤0.01%
8,231
+936
1208
$272K ﹤0.01%
2,509
+86
1209
$272K ﹤0.01%
2,092
-340
1210
$272K ﹤0.01%
5,522
-1,147
1211
$272K ﹤0.01%
1,005
+153
1212
$271K ﹤0.01%
5,431
+817
1213
$271K ﹤0.01%
1,027
+54
1214
$270K ﹤0.01%
3,245
+346
1215
$270K ﹤0.01%
14,051
+489
1216
$270K ﹤0.01%
10,829
-8,297
1217
$270K ﹤0.01%
+3,050
1218
$269K ﹤0.01%
2,101
+1
1219
$269K ﹤0.01%
2,614
-1,618
1220
$269K ﹤0.01%
577
-275
1221
$268K ﹤0.01%
3,055
-3
1222
$267K ﹤0.01%
1,512
+27
1223
$267K ﹤0.01%
+3,002
1224
$267K ﹤0.01%
2,384
+50
1225
$267K ﹤0.01%
1,974
+5
47 48
49
50 51