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
201
$6.43M 0.07%
134,360
202
$6.41M 0.07%
127,819
-10,987
203
$6.31M 0.07%
55,507
-11,036
204
$6.26M 0.07%
40,278
-463
205
$6.16M 0.07%
32,741
-17,194
206
$6.16M 0.07%
20,740
-4,120
207
$6.14M 0.07%
55,571
+10,993
208
$6.05M 0.07%
60,846
-15,455
209
$6.04M 0.07%
184,970
+7,332
210
$6.03M 0.07%
54,145
-227
211
$6.01M 0.07%
136,441
+744
212
$5.94M 0.07%
25,529
+469
213
$5.87M 0.07%
34,056
-943
214
$5.87M 0.07%
28,584
+1,860
215
$5.87M 0.07%
140,371
+10,354
216
$5.83M 0.07%
120,578
-7,742
217
$5.77M 0.07%
11,882
-820
218
$5.77M 0.07%
54,626
-2,121
219
$5.69M 0.07%
198,491
+4,678
220
$5.65M 0.07%
100,602
+994
221
$5.65M 0.07%
25,685
-332
222
$5.64M 0.07%
120,018
-415
223
$5.6M 0.06%
130,259
+1,335
224
$5.55M 0.06%
81,675
+44,793
225
$5.47M 0.06%
190,584
+5,629
7 8
9
10 11