OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
+5.56%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$8.76B
AUM Growth
+$755M
(+9.4%)
Cap. Flow
+$346M
Cap. Flow
% of AUM
3.95%
Top 10 Holdings %
Top 10 Hldgs %
26.01%
Holding
1,474
New
109
Increased
653
Reduced
579
Closed
43
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$29.5M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$26.4M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$20.1M |
| 4 |
iShares Investment Grade Systematic Bond ETF
IGEB
|
$20M |
| 5 |
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% |
