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
1376
$168K ﹤0.01%
17,193
+2,431
1377
$164K ﹤0.01%
+32,576
1378
$161K ﹤0.01%
12,310
-4,000
1379
$161K ﹤0.01%
+11,844
1380
$159K ﹤0.01%
+10,835
1381
$153K ﹤0.01%
18,568
+950
1382
$145K ﹤0.01%
12,543
1383
$140K ﹤0.01%
37,504
-520
1384
$135K ﹤0.01%
12,053
+962
1385
$135K ﹤0.01%
+12,697
1386
$133K ﹤0.01%
3,058
1387
$126K ﹤0.01%
12,508
+1,263
1388
$122K ﹤0.01%
+11,411
1389
$122K ﹤0.01%
11,399
-4,300
1390
$122K ﹤0.01%
20,250
1391
$120K ﹤0.01%
57,726
+7,656
1392
$116K ﹤0.01%
+12,634
1393
$114K ﹤0.01%
12,615
+276
1394
$112K ﹤0.01%
16,769
+188
1395
$111K ﹤0.01%
12,000
1396
$110K ﹤0.01%
15,000
+3,000
1397
$107K ﹤0.01%
10,000
1398
$106K ﹤0.01%
13,879
-10,877
1399
$105K ﹤0.01%
57,550
+15,550
1400
$105K ﹤0.01%
20,000
+6,800
54 55
56
57 58