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
201
$6.79M 0.08%
99,608
-3,753
202
$6.78M 0.08%
28,118
-1,157
203
$6.74M 0.08%
24,860
-1,771
204
$6.71M 0.08%
+134,360
205
$6.68M 0.08%
7,474
-1,142
206
$6.62M 0.08%
66,543
+1,099
207
$6.62M 0.08%
147,387
-10,214
208
$6.53M 0.07%
59,692
+2,208
209
$6.52M 0.07%
68,250
-2,155
210
$6.49M 0.07%
135,697
-337
211
$6.46M 0.07%
202,270
+75,209
212
$6.38M 0.07%
162,666
-8,900
213
$6.36M 0.07%
177,638
+2,422
214
$6.26M 0.07%
68,926
-660
215
$6.19M 0.07%
56,747
-2,138
216
$6.18M 0.07%
164,111
+84,065
217
$6.09M 0.07%
18,899
+801
218
$5.96M 0.07%
130,017
+4,187
219
$5.95M 0.07%
184,955
+6,315
220
$5.91M 0.07%
54,372
-3,716
221
$5.91M 0.07%
107,692
+26,816
222
$5.88M 0.07%
50,990
-3,317
223
$5.85M 0.07%
7,025
+945
224
$5.83M 0.07%
128,924
+4,220
225
$5.82M 0.07%
128,320
-2,422
7 8
9
10 11