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
$1.29B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,312
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$47.2M
3
+$34.8M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$34.2M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$33.4M

Top Sells

1
+$17.8M
2
+$10.7M
3
+$7.13M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.39M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.37M

Sector Composition

1 Technology 5.33%
2 Financials 3.37%
3 Healthcare 3.12%
4 Communication Services 2.92%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$586K 0.05%
+19,163
227
$583K 0.05%
39,150
+36,210
228
$571K 0.04%
16,645
+580
229
$561K 0.04%
5,766
+3,964
230
$556K 0.04%
19,234
+13,802
231
$556K 0.04%
7,342
+5,627
232
$555K 0.04%
9,804
+5,176
233
$548K 0.04%
7,741
+4,546
234
$547K 0.04%
9,742
+7,342
235
$545K 0.04%
12,196
+3,638
236
$541K 0.04%
3,479
+1,280
237
$540K 0.04%
16,126
+8,063
238
$539K 0.04%
8,468
+6,175
239
$539K 0.04%
17,565
+17,243
240
$536K 0.04%
11,782
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241
$530K 0.04%
4,547
-1,842
242
$528K 0.04%
3,194
+2,387
243
$526K 0.04%
6,726
+3,099
244
$525K 0.04%
9,207
+6,158
245
$515K 0.04%
6,389
-54,434
246
$514K 0.04%
59,130
+29,565
247
$514K 0.04%
17,382
+8,130
248
$513K 0.04%
+11,193
249
$511K 0.04%
9,074
+4,214
250
$507K 0.04%
17,265
8 9
10
11 12