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
276
$425K 0.03%
5,458
+2,758
277
$425K 0.03%
5,326
+3,540
278
$424K 0.03%
29,300
+15,072
279
$413K 0.03%
+2,070
280
$411K 0.03%
8,283
+6,587
281
$409K 0.03%
3,688
+2,473
282
$406K 0.03%
7,966
+6,051
283
$405K 0.03%
14,027
+9,241
284
$404K 0.03%
2,586
+1,293
285
$404K 0.03%
10,407
+10,127
286
$403K 0.03%
4,807
+4,291
287
$402K 0.03%
3,685
+2,137
288
$401K 0.03%
+6,873
289
$401K 0.03%
8,157
-87,124
290
$398K 0.03%
4,685
+3,262
291
$395K 0.03%
7,539
+6,317
292
$390K 0.03%
1,590
+1,398
293
$387K 0.03%
15,263
+3,547
294
$386K 0.03%
6,904
+1,983
295
$386K 0.03%
3,523
+2,627
296
$381K 0.03%
3,006
+2,706
297
$375K 0.03%
4,260
+3,145
298
$372K 0.03%
+3,153
299
$371K 0.03%
5,394
+5,356
300
$368K 0.03%
17,510
+10,600
10 11
12
13 14