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OIA

OneDigital Investment Advisors Portfolio holdings

AUM $10.2B
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
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
+$88.6M
2
+$84.7M
3
+$44.6M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$27.4M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$19.6M

Top Sells

1
+$23.2M
2
+$16.4M
3
+$3.8M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.29M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$3.18M

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
376
$446K 0.02%
10,935
+4,660
377
$445K 0.02%
4,498
+1,171
378
$442K 0.02%
6,932
-196
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5,251
+241
380
$435K 0.02%
4,606
+324
381
$434K 0.02%
3,143
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382
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4,370
383
$428K 0.02%
28,368
384
$424K 0.02%
6,835
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385
$424K 0.02%
1,116
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386
$422K 0.02%
1,750
387
$421K 0.02%
7,456
388
$418K 0.02%
16,687
+201
389
$412K 0.02%
+15,947
390
$412K 0.02%
12,605
-7,596
391
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16,200
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392
$411K 0.02%
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1,175
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394
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+8,158
395
$407K 0.02%
32,246
-2,457
396
$403K 0.02%
4,547
+207
397
$402K 0.02%
2,628
-442
398
$401K 0.02%
1,115
+159
399
$400K 0.02%
4,118
-424
400
$394K 0.02%
2,601
14 15
16
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