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
301
$367K 0.03%
12,698
+2,081
302
$366K 0.03%
6,088
+3,435
303
$365K 0.03%
4,867
+1,040
304
$357K 0.03%
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+8,838
305
$357K 0.03%
3,461
+2,319
306
$356K 0.03%
3,530
+2,590
307
$355K 0.03%
+21,150
308
$352K 0.03%
1,346
+1,019
309
$351K 0.03%
2,574
+2,474
310
$350K 0.03%
1,274
+1,072
311
$349K 0.03%
7,091
+6,134
312
$349K 0.03%
+7,072
313
$347K 0.03%
969
+846
314
$345K 0.03%
+23,858
315
$344K 0.03%
8,830
+5,691
316
$343K 0.03%
+12,321
317
$342K 0.03%
3,923
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318
$342K 0.03%
6,480
+2,710
319
$341K 0.03%
3,736
+2,453
320
$340K 0.03%
32,606
+24,919
321
$338K 0.03%
+1,287
322
$338K 0.03%
31,050
+8,883
323
$337K 0.03%
6,307
+170
324
$334K 0.03%
4,609
+1,270
325
$333K 0.03%
10,799
+2,803
11 12
13
14 15