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
1326
$206K ﹤0.01%
+2,763
1327
$206K ﹤0.01%
1,439
+30
1328
$204K ﹤0.01%
+6,983
1329
$204K ﹤0.01%
9,802
-42,598
1330
$203K ﹤0.01%
+2,255
1331
$203K ﹤0.01%
+2,803
1332
$203K ﹤0.01%
3,017
+31
1333
$202K ﹤0.01%
1,645
-329
1334
$202K ﹤0.01%
1,535
-306
1335
$202K ﹤0.01%
2,213
-171
1336
$202K ﹤0.01%
+8,014
1337
$202K ﹤0.01%
+3,115
1338
$202K ﹤0.01%
6,848
-1,165
1339
$201K ﹤0.01%
+1,960
1340
$201K ﹤0.01%
5,289
-233
1341
$201K ﹤0.01%
5,406
1342
$200K ﹤0.01%
5,806
-1,833
1343
$199K ﹤0.01%
27,701
+12,519
1344
$197K ﹤0.01%
21,337
+4,147
1345
$194K ﹤0.01%
+16,493
1346
$181K ﹤0.01%
23,664
+5,096
1347
$176K ﹤0.01%
+24,477
1348
$169K ﹤0.01%
11,782
-78
1349
$165K ﹤0.01%
12,839
+290
1350
$161K ﹤0.01%
+21,618
52 53
54
55 56