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
1301
$213K ﹤0.01%
2,505
-42
1302
$213K ﹤0.01%
2,845
-516
1303
$213K ﹤0.01%
+904
1304
$213K ﹤0.01%
+3,183
1305
$212K ﹤0.01%
22,549
+299
1306
$212K ﹤0.01%
6,891
-3,824
1307
$212K ﹤0.01%
1,195
-378
1308
$211K ﹤0.01%
7,614
+722
1309
$210K ﹤0.01%
740
+54
1310
$210K ﹤0.01%
920
-1,638
1311
$210K ﹤0.01%
+9,268
1312
$210K ﹤0.01%
+2,725
1313
$210K ﹤0.01%
+1,858
1314
$209K ﹤0.01%
+1,230
1315
$209K ﹤0.01%
1,823
+16
1316
$209K ﹤0.01%
3,452
-604
1317
$209K ﹤0.01%
5,189
+1,929
1318
$209K ﹤0.01%
8,095
+95
1319
$209K ﹤0.01%
7,182
-282
1320
$208K ﹤0.01%
11,000
1321
$208K ﹤0.01%
1,223
-613
1322
$207K ﹤0.01%
+6,719
1323
$207K ﹤0.01%
+6,969
1324
$207K ﹤0.01%
7,702
-9,948
1325
$207K ﹤0.01%
2,756
-452
51 52
53
54 55