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
476
$87K 0.01%
670
+4
477
$86K 0.01%
33,110
+1,901
478
$86K 0.01%
1,776
479
$86K 0.01%
+2,520
480
$85K 0.01%
1,506
+1,275
481
$85K 0.01%
+1,380
482
$85K 0.01%
+1,200
483
$84K 0.01%
2,640
484
$84K 0.01%
1,814
485
$83K 0.01%
5,175
+1,875
486
$82K 0.01%
1,200
+360
487
$81K 0.01%
1,812
+4
488
$80K 0.01%
4,566
489
$79K 0.01%
2,287
490
$79K 0.01%
2,780
+2,000
491
$79K 0.01%
1,699
+1,599
492
$79K 0.01%
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493
$78K 0.01%
4,128
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494
$77K 0.01%
4,851
-2,000
495
$77K 0.01%
+3,604
496
$77K 0.01%
891
497
$76K 0.01%
400
+350
498
$75K 0.01%
753
499
$75K 0.01%
1,471
-99
500
$75K 0.01%
2,455
+1,298
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