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
426
$144K 0.01%
722
-506
427
$143K 0.01%
+14,027
428
$142K 0.01%
8,648
+3,250
429
$142K 0.01%
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-150
430
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5,525
431
$136K 0.01%
2,130
+850
432
$134K 0.01%
5,304
+3,330
433
$134K 0.01%
1,159
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434
$131K 0.01%
1,298
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435
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4,193
+1,548
436
$130K 0.01%
7,815
+60
437
$130K 0.01%
2,181
438
$129K 0.01%
1,226
439
$128K 0.01%
2,888
+1,250
440
$125K 0.01%
2,272
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441
$125K 0.01%
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443
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3,003
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444
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+3,250
445
$120K 0.01%
8,425
+7,900
446
$119K 0.01%
+1,174
447
$115K 0.01%
2,526
+15
448
$115K 0.01%
1,148
-54
449
$112K 0.01%
2,105
+1,157
450
$111K 0.01%
8,045
-216
16 17
18
19 20