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
426
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3,246
+620
427
$362K 0.02%
12,172
+7
428
$359K 0.02%
11,539
-4,070
429
$357K 0.02%
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430
$357K 0.02%
2,078
+14
431
$356K 0.02%
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-1,257
432
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433
$355K 0.02%
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434
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435
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436
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437
$351K 0.02%
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439
$350K 0.02%
3,249
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440
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443
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446
$344K 0.02%
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$344K 0.02%
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+1,578
448
$342K 0.02%
3,150
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449
$340K 0.02%
2,284
-5
450
$340K 0.02%
1,394
-4
16 17
18
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