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
251
$503K 0.04%
+4,572
252
$501K 0.04%
12,952
+11,233
253
$500K 0.04%
13,837
+2,192
254
$500K 0.04%
4,518
+2,576
255
$494K 0.04%
17,192
+2,611
256
$493K 0.04%
+1,272
257
$491K 0.04%
5,891
+4,771
258
$490K 0.04%
+14,842
259
$490K 0.04%
+10,235
260
$487K 0.04%
34,897
+18,995
261
$482K 0.04%
6,729
+5,045
262
$482K 0.04%
14,502
+10,654
263
$481K 0.04%
4,206
+3,125
264
$477K 0.04%
+5,451
265
$477K 0.04%
7,160
+5,942
266
$472K 0.04%
11,576
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267
$471K 0.04%
8,732
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268
$467K 0.04%
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269
$465K 0.04%
+10,000
270
$461K 0.04%
14,665
+12,418
271
$452K 0.04%
2,214
+1,394
272
$452K 0.04%
6,000
+3,000
273
$444K 0.03%
3,594
+340
274
$435K 0.03%
+4,400
275
$433K 0.03%
6,595
-12,886
9 10
11
12 13