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
526
$64K 0.01%
420
-118
527
$64K 0.01%
473
528
$64K 0.01%
1,100
529
$64K 0.01%
1,352
+1,032
530
$63K ﹤0.01%
563
+191
531
$63K ﹤0.01%
+1,800
532
$63K ﹤0.01%
2,000
533
$62K ﹤0.01%
+1,170
534
$62K ﹤0.01%
3,012
-155
535
$62K ﹤0.01%
2,493
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536
$61K ﹤0.01%
+500
537
$61K ﹤0.01%
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538
$60K ﹤0.01%
1,603
-694
539
$60K ﹤0.01%
1,200
+1,000
540
$60K ﹤0.01%
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541
$60K ﹤0.01%
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$60K ﹤0.01%
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$59K ﹤0.01%
1,000
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544
$58K ﹤0.01%
363
545
$58K ﹤0.01%
+500
546
$57K ﹤0.01%
598
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547
$56K ﹤0.01%
1,981
+6
548
$56K ﹤0.01%
1,972
+700
549
$56K ﹤0.01%
418
550
$56K ﹤0.01%
1,284
20 21
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