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
$1.91B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$88.7M
2
+$85.9M
3
+$45.2M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$29.5M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$20.6M

Top Sells

1
+$24.2M
2
+$17.6M
3
+$4.17M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.34M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.31M

Sector Composition

1 Technology 6.99%
2 Healthcare 3.89%
3 Financials 3.11%
4 Consumer Discretionary 2.62%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.02M 0.05%
+4,410
227
$1.02M 0.05%
20,695
+655
228
$1.01M 0.05%
8,960
+1,000
229
$1M 0.05%
14,601
-1
230
$994K 0.05%
17,651
+66
231
$983K 0.05%
18,429
+282
232
$981K 0.05%
38,254
+15,648
233
$980K 0.05%
6,412
+1,285
234
$966K 0.05%
20,272
-341
235
$947K 0.05%
8,086
+1,118
236
$947K 0.05%
13,949
-900
237
$940K 0.05%
10,087
-225
238
$934K 0.05%
1,295
-57
239
$928K 0.05%
24,949
+2,885
240
$918K 0.05%
31,034
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241
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8,100
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242
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9,732
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243
$886K 0.05%
20,073
+249
244
$880K 0.05%
53,035
+1,006
245
$877K 0.05%
16,737
+93
246
$877K 0.05%
+38,350
247
$871K 0.05%
21,673
+230
248
$863K 0.05%
+25,539
249
$859K 0.04%
10,687
-1,259
250
$847K 0.04%
+24,245
8 9
10
11 12