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
1326
$217K ﹤0.01%
59,414
+3,097
1327
$217K ﹤0.01%
+1,193
1328
$217K ﹤0.01%
+1,286
1329
$216K ﹤0.01%
+4,149
1330
$216K ﹤0.01%
4,500
1331
$216K ﹤0.01%
3,375
-1,532
1332
$216K ﹤0.01%
8,000
+82
1333
$214K ﹤0.01%
2,809
-136
1334
$213K ﹤0.01%
+4,180
1335
$213K ﹤0.01%
+1,289
1336
$212K ﹤0.01%
4,380
+106
1337
$212K ﹤0.01%
+8,583
1338
$211K ﹤0.01%
+9,075
1339
$211K ﹤0.01%
7,113
-1,243
1340
$210K ﹤0.01%
+1,166
1341
$210K ﹤0.01%
+3,842
1342
$210K ﹤0.01%
+2,674
1343
$209K ﹤0.01%
+5,921
1344
$209K ﹤0.01%
+1,262
1345
$209K ﹤0.01%
1,877
-222
1346
$209K ﹤0.01%
+802
1347
$208K ﹤0.01%
11,541
+21
1348
$208K ﹤0.01%
+1,652
1349
$208K ﹤0.01%
+1,807
1350
$208K ﹤0.01%
+6,458
52 53
54
55 56