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
$8.62B
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$24.6M
3
+$21.3M
4
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$18.2M
5
IAU icon
iShares Gold Trust
IAU
+$17.3M

Top Sells

1
+$37.2M
2
+$19.6M
3
+$14.2M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$11.5M
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
1426
– –
-51,433
1427
– –
-414,289
1428
– –
-8,795
1429
– –
-3,665
1430
– –
-31,358
1431
– –
-18,370
1432
– –
-16,315
1433
– –
-1,532
1434
– –
-3,842
1435
– –
-131,670
1436
– –
-6,244
1437
– –
-10,671
1438
– –
-25,429
1439
– –
-10,260
1440
– –
-1,766
1441
– –
-18,048
1442
– –
-5,314
1443
– –
-700
1444
– –
-51,600
1445
– –
-14,010
1446
– –
-1,843
1447
– –
-13,522
1448
– –
-4,321
1449
– –
-11,206
1450
– –
-7,820
56 57
58
59 60