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
1226
$247K ﹤0.01%
+14,807
1227
$247K ﹤0.01%
5,744
+10
1228
$246K ﹤0.01%
1,623
+322
1229
$246K ﹤0.01%
1,896
+19
1230
$246K ﹤0.01%
1,046
+25
1231
$245K ﹤0.01%
3,553
+372
1232
$245K ﹤0.01%
3,481
+91
1233
$245K ﹤0.01%
+3,924
1234
$244K ﹤0.01%
+8,127
1235
$243K ﹤0.01%
+3,682
1236
$243K ﹤0.01%
1,459
-582
1237
$243K ﹤0.01%
1,044
+39
1238
$242K ﹤0.01%
12,618
+261
1239
$242K ﹤0.01%
3,102
-161
1240
$239K ﹤0.01%
3,297
-179
1241
$239K ﹤0.01%
2,579
-836
1242
$239K ﹤0.01%
6,410
-37
1243
$238K ﹤0.01%
253
+1
1244
$238K ﹤0.01%
+2,646
1245
$238K ﹤0.01%
7,064
-49
1246
$237K ﹤0.01%
3,133
+1
1247
$236K ﹤0.01%
4,469
-4
1248
$236K ﹤0.01%
1,577
+411
1249
$236K ﹤0.01%
+1,821
1250
$235K ﹤0.01%
638
-520
48 49
50
51 52