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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
1501
– –
-17,540
1502
– –
-3,842
1503
– –
-131,670
1504
– –
-6,244
1505
– –
-10,671
1506
– –
-667
1507
– –
-25,429
1508
– –
-10,260
1509
– –
-1,766
1510
– –
-18,048
1511
– –
-5,314
1512
– –
-4,799
1513
– –
-1,042
1514
– –
-16,683
1515
– –
-2,710
1516
– –
-2,674
1517
– –
-1,652
1518
– –
-5,435
1519
– –
-4,849
1520
– –
-69,442
1521
– –
-47,926
1522
– –
-700
1523
– –
-14,010
1524
– –
-79,752
1525
– –
-13,124
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