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
451
$340K 0.02%
2,136
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$339K 0.02%
2,091
453
$336K 0.02%
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454
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455
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456
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457
$332K 0.02%
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460
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461
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462
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463
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$328K 0.02%
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$325K 0.02%
5,859
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467
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471
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472
$311K 0.02%
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473
$309K 0.02%
7,723
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474
$308K 0.02%
3,119
+396
475
$304K 0.02%
7,218
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