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
1276
$238K ﹤0.01%
+2,897
1277
$237K ﹤0.01%
11,000
+1,000
1278
$235K ﹤0.01%
7,240
-500
1279
$234K ﹤0.01%
2,322
-2
1280
$234K ﹤0.01%
+11,155
1281
$234K ﹤0.01%
10,000
1282
$233K ﹤0.01%
1,248
+4
1283
$233K ﹤0.01%
11,683
-40
1284
$232K ﹤0.01%
+3,181
1285
$232K ﹤0.01%
6,447
-43
1286
$232K ﹤0.01%
+5,642
1287
$232K ﹤0.01%
2,013
-588
1288
$231K ﹤0.01%
1,175
+32
1289
$231K ﹤0.01%
1,554
-17
1290
$231K ﹤0.01%
147
+5
1291
$231K ﹤0.01%
6,018
+298
1292
$229K ﹤0.01%
3,132
1293
$228K ﹤0.01%
1,513
-162
1294
$227K ﹤0.01%
+5,435
1295
$227K ﹤0.01%
+2,008
1296
$227K ﹤0.01%
+8,402
1297
$226K ﹤0.01%
7,322
-1
1298
$226K ﹤0.01%
15,998
+429
1299
$226K ﹤0.01%
3,208
+358
1300
$225K ﹤0.01%
5,314
-95
50 51
52
53 54