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
126
$13.3M 0.15%
67,101
+5,400
127
$13.2M 0.15%
202,257
+14,503
128
$13M 0.15%
44,338
+21
129
$12.9M 0.15%
92,512
+2,482
130
$12.8M 0.15%
132,912
+21,569
131
$12.8M 0.15%
72,353
+484
132
$12.8M 0.15%
457,858
-3,477
133
$12.7M 0.15%
687,439
+55,740
134
$12.5M 0.15%
160,401
+5,363
135
$12.5M 0.15%
86,508
-3,735
136
$12.4M 0.14%
210,234
+9,910
137
$12.2M 0.14%
31,409
-2,247
138
$11.9M 0.14%
386,071
-2,838
139
$11.9M 0.14%
438,110
-19,908
140
$11.6M 0.13%
48,219
+947
141
$11.3M 0.13%
480,965
+469,521
142
$11.3M 0.13%
66,586
+2,184
143
$10.9M 0.13%
112,508
+16,636
144
$10.9M 0.13%
308,074
+3,451
145
$10.5M 0.12%
193,874
+8,232
146
$10.4M 0.12%
36,983
+1,426
147
$10.3M 0.12%
+208,720
148
$10.1M 0.12%
173,759
-21,796
149
$10.1M 0.12%
91,487
-11,605
150
$10M 0.12%
174,706
+200
4 5
6
7 8