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
376
$237K 0.02%
8,140
+7,290
377
$235K 0.02%
3,166
+244
378
$234K 0.02%
1,107
+1,014
379
$233K 0.02%
2,000
380
$233K 0.02%
+4,886
381
$233K 0.02%
+8,411
382
$230K 0.02%
+1,119
383
$229K 0.02%
20,460
-2,013
384
$225K 0.02%
+10,943
385
$225K 0.02%
+3,748
386
$224K 0.02%
598
+305
387
$224K 0.02%
+1,809
388
$221K 0.02%
+10,469
389
$218K 0.02%
23,464
+19,300
390
$217K 0.02%
9,238
-2,272
391
$214K 0.02%
+8,012
392
$212K 0.02%
+5,900
393
$205K 0.02%
+1,629
394
$203K 0.02%
+5,900
395
$202K 0.02%
+1,437
396
$202K 0.02%
+8,453
397
$201K 0.02%
3,031
-5,791
398
$201K 0.02%
1,615
+1,481
399
$201K 0.02%
+14,560
400
$200K 0.02%
+6,690
14 15
16
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