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
101
$16.2M 0.19%
282,961
-80,888
102
$16.2M 0.19%
252,171
+82,568
103
$16M 0.19%
356,240
-120,831
104
$15.9M 0.18%
303,916
-52,122
105
$15.6M 0.18%
336,506
-6,440
106
$15.5M 0.18%
46,441
-3,107
107
$15.5M 0.18%
304,264
-13,694
108
$15.4M 0.18%
376,270
+3,427
109
$15.4M 0.18%
180,897
+45,132
110
$15.3M 0.18%
38,112
+2,099
111
$15.2M 0.18%
588,153
+122,294
112
$15.1M 0.17%
37,276
-7,054
113
$15M 0.17%
97,461
-3,536
114
$14.9M 0.17%
156,980
-4,408
115
$14.9M 0.17%
138,557
-16,389
116
$14.8M 0.17%
572,459
+8,743
117
$14.4M 0.17%
467,954
+265,684
118
$14.3M 0.17%
45,382
-18,696
119
$14M 0.16%
589,601
+21,008
120
$13.6M 0.16%
105,849
-18,898
121
$13.6M 0.16%
359,580
+199,569
122
$13.6M 0.16%
46,893
-922
123
$13.5M 0.16%
270,932
-12,247
124
$13.5M 0.16%
131,612
-3,039
125
$13.3M 0.15%
312,136
-37,093
3 4
5
6 7