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
1301
$225K ﹤0.01%
6,473
1302
$224K ﹤0.01%
5,406
-8,824
1303
$224K ﹤0.01%
+6,892
1304
$224K ﹤0.01%
+252
1305
$224K ﹤0.01%
2,136
1306
$223K ﹤0.01%
22,250
+9,925
1307
$223K ﹤0.01%
6,165
+162
1308
$223K ﹤0.01%
+2,547
1309
$223K ﹤0.01%
+10,833
1310
$223K ﹤0.01%
+1,556
1311
$222K ﹤0.01%
8,700
1312
$221K ﹤0.01%
3,060
1313
$221K ﹤0.01%
7,328
+274
1314
$221K ﹤0.01%
5,413
+6
1315
$220K ﹤0.01%
1,137
-243
1316
$220K ﹤0.01%
2,655
-108
1317
$220K ﹤0.01%
+2,540
1318
$220K ﹤0.01%
2,986
+63
1319
$220K ﹤0.01%
2,322
+19
1320
$220K ﹤0.01%
+657
1321
$218K ﹤0.01%
7,200
1322
$218K ﹤0.01%
1,989
1323
$218K ﹤0.01%
1,301
-344
1324
$217K ﹤0.01%
+4,799
1325
$217K ﹤0.01%
+3,259
51 52
53
54 55