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
1426
$9.09K ﹤0.01%
11,158
-2,372
1427
$7.54K ﹤0.01%
32,800
1428
$5.64K ﹤0.01%
+10,000
1429
$5.43K ﹤0.01%
700
-125
1430
$2.3K ﹤0.01%
667
1431
– –
-4,007
1432
– –
-1,796
1433
– –
-3,470
1434
– –
-6,303
1435
– –
-745
1436
– –
-3,599
1437
– –
-50,000
1438
– –
-11,000
1439
– –
-1,389
1440
– –
-10,604
1441
– –
-3,858
1442
– –
-2,308
1443
– –
-7,080
1444
– –
-13,566
1445
– –
-5,629
1446
– –
-927
1447
– –
-5,002
1448
– –
-7,165
1449
– –
-4,794
1450
– –
-717
55 56 57
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