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
1226
$265K ﹤0.01%
4,341
-181
1227
$265K ﹤0.01%
3,665
+119
1228
$265K ﹤0.01%
3,698
+62
1229
$263K ﹤0.01%
+1,386
1230
$263K ﹤0.01%
+5,826
1231
$261K ﹤0.01%
2,717
+61
1232
$261K ﹤0.01%
5,558
-243
1233
$261K ﹤0.01%
23,592
-1,914
1234
$260K ﹤0.01%
3,545
-313
1235
$259K ﹤0.01%
2,394
1236
$258K ﹤0.01%
4,321
-669
1237
$258K ﹤0.01%
4,421
-846
1238
$256K ﹤0.01%
3,625
+187
1239
$256K ﹤0.01%
5,434
-1
1240
$255K ﹤0.01%
8,795
+717
1241
$255K ﹤0.01%
3,390
+42
1242
$255K ﹤0.01%
+5,438
1243
$255K ﹤0.01%
3,241
-1,327
1244
$255K ﹤0.01%
+2,641
1245
$255K ﹤0.01%
3,361
-45
1246
$254K ﹤0.01%
+5,056
1247
$252K ﹤0.01%
+10,257
1248
$252K ﹤0.01%
+5,514
1249
$252K ﹤0.01%
+7,112
1250
$251K ﹤0.01%
+60,155
48 49
50
51 52