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
476
$301K 0.02%
+6,768
477
$301K 0.02%
2,542
-356
478
$301K 0.02%
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-512
479
$301K 0.02%
6,116
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480
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11,550
+50
481
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482
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483
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28,391
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484
$297K 0.02%
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485
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486
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+1
487
$293K 0.02%
1,090
-1
488
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1,660
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489
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1,430
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490
$291K 0.02%
10,107
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491
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493
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494
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+4,094
495
$287K 0.01%
594
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496
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1,878
+163
497
$284K 0.01%
3,778
+694
498
$283K 0.01%
2,131
+323
499
$283K 0.01%
1,180
500
$282K 0.01%
3,612
+1
18 19
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