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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
$8.76B
AUM Growth
+$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,474
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$64.2M
3
+$26.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$22.5M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$20.8M

Top Sells

1
+$28.4M
2
+$25.9M
3
+$19.7M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$19.6M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$16.3M

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
– –
-3,858
1432
– –
-4,007
1433
– –
-1,796
1434
– –
-3,470
1435
– –
-6,303
1436
– –
-745
1437
– –
-3,599
1438
– –
-50,000
1439
– –
-12,669
1440
– –
-974
1441
– –
-4,725
1442
– –
-23,392
1443
– –
-1,433
1444
– –
-11,000
1445
– –
-1,389
1446
– –
-37,860
1447
– –
-1,006
1448
– –
-3,905
1449
– –
-13,566
1450
– –
-16,577
55 56 57
58
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