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
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
1201
$262K ﹤0.01%
9,800
1202
$261K ﹤0.01%
151
+4
1203
$260K ﹤0.01%
13,336
-5,425
1204
$259K ﹤0.01%
1,415
+41
1205
$259K ﹤0.01%
1,381
-360
1206
$259K ﹤0.01%
7,061
-51
1207
$259K ﹤0.01%
1,970
-253
1208
$257K ﹤0.01%
7,166
-374
1209
$257K ﹤0.01%
1,287
-2
1210
$257K ﹤0.01%
7,569
-10,406
1211
$256K ﹤0.01%
4,919
-541
1212
$256K ﹤0.01%
+12,200
1213
$256K ﹤0.01%
2,122
-386
1214
$255K ﹤0.01%
11,829
-45,179
1215
$255K ﹤0.01%
3,855
-314
1216
$254K ﹤0.01%
208
-348
1217
$254K ﹤0.01%
3,230
+575
1218
$254K ﹤0.01%
5,499
+61
1219
$253K ﹤0.01%
2,605
-2,474
1220
$252K ﹤0.01%
1,297
-1,121
1221
$251K ﹤0.01%
6,666
-289
1222
$250K ﹤0.01%
2,027
+471
1223
$250K ﹤0.01%
+5,139
1224
$249K ﹤0.01%
3,200
-45
1225
$248K ﹤0.01%
4,652
-5,177
47 48
49
50 51