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
351
$297K 0.02%
+218
352
$291K 0.02%
+5,914
353
$284K 0.02%
12,565
-36,628
354
$280K 0.02%
10,884
+9,903
355
$278K 0.02%
11,302
+10,070
356
$276K 0.02%
+4,386
357
$275K 0.02%
4,063
+3,543
358
$272K 0.02%
5,095
+3,844
359
$270K 0.02%
+197
360
$267K 0.02%
4,350
361
$265K 0.02%
658
+530
362
$265K 0.02%
+3,646
363
$265K 0.02%
+4,024
364
$257K 0.02%
+25,458
365
$256K 0.02%
22,032
+19,368
366
$255K 0.02%
+17,500
367
$255K 0.02%
+2,268
368
$252K 0.02%
+7,889
369
$248K 0.02%
4,791
-996
370
$244K 0.02%
+1,175
371
$243K 0.02%
4,368
+3,664
372
$242K 0.02%
+8,425
373
$242K 0.02%
3,800
+1,900
374
$242K 0.02%
31,492
+16,996
375
$237K 0.02%
+4,028
13 14
15
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