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
501
$282K 0.01%
4,378
+35
502
$279K 0.01%
31,740
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503
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5,825
+351
504
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505
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+3,912
506
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2,326
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507
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5,390
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508
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509
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4,082
-3,332
510
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3,134
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511
$268K 0.01%
6,149
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1,396
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513
$262K 0.01%
3,534
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514
$259K 0.01%
12,370
-5,620
515
$258K 0.01%
4,625
516
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517
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518
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519
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520
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521
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522
$251K 0.01%
+11,580
523
$250K 0.01%
+5,372
524
$249K 0.01%
1,433
+77
525
$248K 0.01%
2,731
19 20
21
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