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
26
$13.2M 0.69%
48,583
+2,216
27
$13M 0.68%
102,078
+30,868
28
$12.4M 0.64%
39,421
-713
29
$12.4M 0.64%
32,935
-799
30
$11.5M 0.6%
112,771
-21,546
31
$11.2M 0.59%
73,616
+1,087
32
$11.1M 0.58%
86,708
-75
33
$10.8M 0.56%
31,407
-14
34
$10.8M 0.56%
54,058
35
$10.6M 0.55%
80,012
-15,276
36
$10.3M 0.54%
255,177
-7,310
37
$10.3M 0.54%
44,788
+3,004
38
$10.3M 0.54%
42,477
+5,835
39
$9.8M 0.51%
28
-3
40
$9.47M 0.49%
334,655
-853,823
41
$9.34M 0.49%
616,254
-39,942
42
$9.24M 0.48%
97,452
-45
43
$8.92M 0.46%
588,384
-97,632
44
$8.82M 0.46%
103,716
-2,544
45
$8.7M 0.45%
110,885
+7,009
46
$8.48M 0.44%
1,091,844
-11,375
47
$7.96M 0.41%
58,808
+6,019
48
$7.71M 0.4%
55,853
-1,824
49
$7.55M 0.39%
85,079
-4,109
50
$7.5M 0.39%
117,481
-13,299
1
2
3 4 5