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

Top Buys

1
+$72.8M
2
+$65.2M
3
+$26.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$22.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$21.6M

Top Sells

1
+$29.5M
2
+$26.4M
3
+$20.1M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$20M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$16.1M

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
176
$8.31M 0.09%
249,865
+83,846
177
$7.99M 0.09%
93,399
-3,321
178
$7.91M 0.09%
46,423
+518
179
$7.88M 0.09%
62,710
+14,502
180
$7.76M 0.09%
376,002
+4,861
181
$7.7M 0.09%
73,105
-4,634
182
$7.54M 0.09%
31,039
+700
183
$7.52M 0.09%
19,215
+464
184
$7.5M 0.09%
146,318
-63,243
185
$7.49M 0.09%
104,269
-1,719
186
$7.42M 0.08%
12,702
-375
187
$7.36M 0.08%
246,227
+8,241
188
$7.29M 0.08%
123,484
+24,766
189
$7.29M 0.08%
14,829
-7,823
190
$7.28M 0.08%
+134,503
191
$7.25M 0.08%
38,218
+1,775
192
$7.25M 0.08%
20,068
-6,268
193
$7.16M 0.08%
125,513
-4,141
194
$7.14M 0.08%
110,288
-4,071
195
$7.14M 0.08%
138,806
-13,925
196
$7.08M 0.08%
28,974
-3,627
197
$7.05M 0.08%
128,930
-6,412
198
$6.94M 0.08%
186,645
+60,276
199
$6.9M 0.08%
34,385
+4,231
200
$6.8M 0.08%
127,683
-5,375
6 7
8
9 10