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
551
$55K ﹤0.01%
+3,000
552
$55K ﹤0.01%
2,400
553
$55K ﹤0.01%
641
+5
554
$55K ﹤0.01%
3,055
-2,589
555
$55K ﹤0.01%
900
556
$54K ﹤0.01%
1,083
+2
557
$54K ﹤0.01%
839
-300
558
$53K ﹤0.01%
1,291
559
$53K ﹤0.01%
5,350
+3,700
560
$53K ﹤0.01%
654
561
$53K ﹤0.01%
1,300
562
$52K ﹤0.01%
1,984
563
$52K ﹤0.01%
1,822
+1,800
564
$52K ﹤0.01%
360
565
$51K ﹤0.01%
591
566
$50K ﹤0.01%
750
567
$50K ﹤0.01%
1,310
+359
568
$50K ﹤0.01%
1,600
+400
569
$49K ﹤0.01%
1,248
570
$49K ﹤0.01%
384
+22
571
$49K ﹤0.01%
815
+6
572
$48K ﹤0.01%
6,100
+4,500
573
$48K ﹤0.01%
+1,800
574
$48K ﹤0.01%
3,397
+254
575
$48K ﹤0.01%
537
21 22
23
24 25