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
401
$194K 0.02%
21,350
+10,675
402
$193K 0.01%
18,967
+17,497
403
$189K 0.01%
1,102
+300
404
$187K 0.01%
7,835
+5
405
$183K 0.01%
7,408
-1,283
406
$180K 0.01%
32,634
+16,317
407
$179K 0.01%
12,353
+640
408
$176K 0.01%
3,435
-302
409
$175K 0.01%
1,032
410
$175K 0.01%
2,805
-143
411
$173K 0.01%
4,507
-100
412
$172K 0.01%
8,786
413
$172K 0.01%
+37,000
414
$169K 0.01%
979
+400
415
$167K 0.01%
5,197
+4
416
$165K 0.01%
7,015
417
$164K 0.01%
2,847
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418
$163K 0.01%
3,731
-515
419
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1,054
+100
420
$160K 0.01%
+5,417
421
$156K 0.01%
1,163
422
$154K 0.01%
1,847
+1,000
423
$150K 0.01%
394
+11
424
$147K 0.01%
6,141
-3,316
425
$147K 0.01%
3,530
-42
15 16
17
18 19