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OIA

OneDigital Investment Advisors Portfolio holdings

AUM $10.2B
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
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
+$36.5M
2
+$24.8M
3
+$21.6M
4
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$18.2M
5
IAU icon
iShares Gold Trust
IAU
+$17.5M

Top Sells

1
+$37.8M
2
+$19.6M
3
+$14.2M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$11.3M
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
1401
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-52,495
1402
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-15,619
1403
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-13,522
1404
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-4,321
1405
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1406
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-7,820
1407
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1408
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-3,040
1409
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-6,978
1410
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1411
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1412
– –
-3,241
1413
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-7,328
1414
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-14,522
1415
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-51,600
1416
– –
-5,890
1417
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-2,624
1418
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-1,843
1419
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1420
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1421
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1422
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1423
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1424
– –
-10,000
1425
– –
-53,279
55 56
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58 59