We are live on ! Find out more
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
1526
– –
-42,208
1527
– –
-7,753
1528
– –
-9,994
1529
– –
-10,000
1530
– –
-119,196
1531
– –
-437,999
1532
– –
-24,572
1533
– –
-31,979
1534
– –
-153,190
1535
– –
-12,000
1536
– –
-178,426
1537
– –
-16,375
1538
– –
-13,723
1539
– –
-18,572
1540
– –
-27,200
1541
– –
-1,987
1542
– –
-28,718
1543
– –
-4,421
1544
– –
-12,310
58 59 60 61
62