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
101
$17.2M 0.2%
100,997
+1,098
102
$17M 0.19%
408,977
+332
103
$16.5M 0.19%
602,539
+208,699
104
$16.2M 0.19%
317,958
+47,444
105
$16.1M 0.18%
168,820
+9,266
106
$16.1M 0.18%
342,946
+12,903
107
$15.7M 0.18%
124,747
-10,973
108
$15.5M 0.18%
372,843
+194,963
109
$15.5M 0.18%
161,388
+12,483
110
$15.2M 0.17%
349,229
+4,788
111
$14.6M 0.17%
90,243
-5,661
112
$14.6M 0.17%
47,815
-1,041
113
$14.5M 0.17%
563,716
-6,292
114
$14.4M 0.16%
134,651
-11,022
115
$14.3M 0.16%
16,092
-85
116
$14.2M 0.16%
82,244
-6,034
117
$13.6M 0.16%
33,656
-1,062
118
$13.6M 0.16%
568,593
-11,592
119
$13.6M 0.15%
49,548
-3,947
120
$13.5M 0.15%
458,018
-19,151
121
$13.5M 0.15%
36,013
+880
122
$13.5M 0.15%
283,179
+48,047
123
$13.4M 0.15%
461,335
+13,279
124
$13M 0.15%
79,024
+9,853
125
$12.9M 0.15%
200,324
+3,332
3 4
5
6 7