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
1251
$251K ﹤0.01%
3,640
-1,246
1252
$251K ﹤0.01%
8,013
-43
1253
$250K ﹤0.01%
4,849
+420
1254
$250K ﹤0.01%
5,158
+204
1255
$250K ﹤0.01%
8,497
+590
1256
$250K ﹤0.01%
3,263
+293
1257
$249K ﹤0.01%
+1,374
1258
$248K ﹤0.01%
11,274
+2,131
1259
$247K ﹤0.01%
+7,886
1260
$245K ﹤0.01%
1,573
-57
1261
$245K ﹤0.01%
1,864
+76
1262
$244K ﹤0.01%
4,167
-296
1263
$244K ﹤0.01%
10,420
1264
$244K ﹤0.01%
+9,306
1265
$244K ﹤0.01%
12,357
-530
1266
$243K ﹤0.01%
+635
1267
$243K ﹤0.01%
11,006
1268
$242K ﹤0.01%
642
-44
1269
$241K ﹤0.01%
7,464
-1,152
1270
$240K ﹤0.01%
1,716
-207
1271
$240K ﹤0.01%
9,994
+266
1272
$239K ﹤0.01%
5,734
+11
1273
$239K ﹤0.01%
+2,710
1274
$239K ﹤0.01%
1,500
-1,140
1275
$239K ﹤0.01%
+11,897
49 50
51
52 53