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
1351
$207K ﹤0.01%
+1,877
1352
$207K ﹤0.01%
6,823
1353
$207K ﹤0.01%
+2,143
1354
$207K ﹤0.01%
+1,270
1355
$207K ﹤0.01%
+937
1356
$206K ﹤0.01%
+3,260
1357
$205K ﹤0.01%
+2,887
1358
$205K ﹤0.01%
+1,940
1359
$205K ﹤0.01%
+1,532
1360
$203K ﹤0.01%
1,141
+25
1361
$203K ﹤0.01%
+5,084
1362
$201K ﹤0.01%
+7,753
1363
$201K ﹤0.01%
643
-2,654
1364
$201K ﹤0.01%
+3,822
1365
$200K ﹤0.01%
+3,881
1366
$197K ﹤0.01%
21,220
+510
1367
$196K ﹤0.01%
+11,860
1368
$195K ﹤0.01%
16,683
+6,443
1369
$193K ﹤0.01%
24,498
+5,650
1370
$190K ﹤0.01%
14,134
-3,936
1371
$186K ﹤0.01%
11,449
-257
1372
$183K ﹤0.01%
27,200
+912
1373
$181K ﹤0.01%
12,549
+1,407
1374
$180K ﹤0.01%
+17,190
1375
$178K ﹤0.01%
+11,481
53 54
55
56 57