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
176
$7.66M 0.09%
145,715
+38,023
177
$7.66M 0.09%
38,655
+4,270
178
$7.6M 0.09%
71,289
-14,900
179
$7.59M 0.09%
150,298
+3,980
180
$7.57M 0.09%
31,256
+217
181
$7.51M 0.09%
7,085
-389
182
$7.4M 0.09%
142,123
-17,498
183
$7.37M 0.09%
79,605
+11,355
184
$7.26M 0.08%
72,967
+13,275
185
$7.22M 0.08%
72,847
-258
186
$7.22M 0.08%
115,974
+11,705
187
$7.21M 0.08%
13,693
-3,855
188
$7.18M 0.08%
31,652
+3,534
189
$7.17M 0.08%
13,784
+268
190
$7.14M 0.08%
38,563
+345
191
$7.12M 0.08%
42,698
-3,725
192
$7.11M 0.08%
122,209
-1,275
193
$7M 0.08%
184,766
-1,879
194
$6.99M 0.08%
229,534
-16,693
195
$6.88M 0.08%
116,711
+6,423
196
$6.84M 0.08%
125,049
-3,881
197
$6.83M 0.08%
115,512
+19,891
198
$6.73M 0.08%
18,543
-672
199
$6.59M 0.08%
111,382
-16,301
200
$6.55M 0.08%
103,157
+33,077
6 7
8
9 10