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
1276
$226K ﹤0.01%
8,891
-2,620
1277
$225K ﹤0.01%
2,888
+1
1278
$225K ﹤0.01%
5,419
+6
1279
$224K ﹤0.01%
1,184
-9
1280
$223K ﹤0.01%
1,989
1281
$222K ﹤0.01%
4,500
1282
$222K ﹤0.01%
12,128
+231
1283
$221K ﹤0.01%
+3,134
1284
$221K ﹤0.01%
+4,517
1285
$221K ﹤0.01%
+4,162
1286
$220K ﹤0.01%
+1,972
1287
$219K ﹤0.01%
+4,415
1288
$219K ﹤0.01%
6,848
+390
1289
$218K ﹤0.01%
3,880
-461
1290
$218K ﹤0.01%
16,406
+4,353
1291
$218K ﹤0.01%
+2,888
1292
$217K ﹤0.01%
3,184
-56
1293
$217K ﹤0.01%
641
-2
1294
$216K ﹤0.01%
5,465
-93
1295
$216K ﹤0.01%
2,259
-63
1296
$215K ﹤0.01%
5,306
-712
1297
$214K ﹤0.01%
803
+1
1298
$214K ﹤0.01%
3,214
-411
1299
$214K ﹤0.01%
2,811
+2
1300
$214K ﹤0.01%
8,591
+8
50 51
52
53 54