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
451
$110K 0.01%
1,058
-5,970
452
$110K 0.01%
801
+500
453
$110K 0.01%
+15,000
454
$106K 0.01%
4,427
+12
455
$105K 0.01%
+11,094
456
$105K 0.01%
1,640
-1,547
457
$104K 0.01%
538
+1
458
$103K 0.01%
4,508
+300
459
$102K 0.01%
2,875
460
$101K 0.01%
3,900
+450
461
$100K 0.01%
816
+401
462
$100K 0.01%
769
463
$100K 0.01%
1,108
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464
$97K 0.01%
2,470
-240
465
$96K 0.01%
+346
466
$96K 0.01%
+1,500
467
$95K 0.01%
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468
$94K 0.01%
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469
$94K 0.01%
1,065
470
$92K 0.01%
1,121
471
$92K 0.01%
294
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472
$91K 0.01%
1,137
+25
473
$90K 0.01%
1,410
+1,201
474
$88K 0.01%
1,173
-491
475
$87K 0.01%
6,741
17 18
19
20 21