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
1251
$235K ﹤0.01%
2,519
+10
1252
$235K ﹤0.01%
+2,398
1253
$235K ﹤0.01%
4,002
+362
1254
$234K ﹤0.01%
15,852
-146
1255
$233K ﹤0.01%
6,041
-11,096
1256
$233K ﹤0.01%
2,705
-2
1257
$233K ﹤0.01%
23,156
+5,963
1258
$233K ﹤0.01%
+686
1259
$233K ﹤0.01%
563
-27
1260
$232K ﹤0.01%
16,167
+4,323
1261
$232K ﹤0.01%
1,828
-49
1262
$231K ﹤0.01%
6,111
-1,555
1263
$231K ﹤0.01%
742
+1
1264
$231K ﹤0.01%
+6,092
1265
$230K ﹤0.01%
921
-1,692
1266
$229K ﹤0.01%
3,151
-394
1267
$229K ﹤0.01%
3,349
+289
1268
$229K ﹤0.01%
1,726
-366
1269
$228K ﹤0.01%
4,047
+166
1270
$228K ﹤0.01%
668
+26
1271
$227K ﹤0.01%
7,786
-10,660
1272
$227K ﹤0.01%
10,758
-397
1273
$226K ﹤0.01%
7,659
-14,084
1274
$226K ﹤0.01%
5,169
-473
1275
$226K ﹤0.01%
9,981
-276
49 50
51
52 53