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
351
$501K 0.03%
5,795
-209
352
$501K 0.03%
11,894
+3,633
353
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3,443
+133
354
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355
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4,758
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356
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3,436
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357
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358
$482K 0.03%
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359
$481K 0.03%
7,015
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360
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361
$476K 0.02%
952
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362
$476K 0.02%
13,096
363
$475K 0.02%
30,958
-1,033
364
$471K 0.02%
5,777
+1,724
365
$469K 0.02%
7,633
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366
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368
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32,650
-6,800
369
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370
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11,025
-9,787
371
$454K 0.02%
9,769
372
$451K 0.02%
20,476
-350
373
$448K 0.02%
4,820
+1,255
374
$447K 0.02%
1,845
375
$447K 0.02%
15,315
-1,570
13 14
15
16 17