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
551
$232K 0.01%
+1,936
552
$232K 0.01%
5,357
-681
553
$230K 0.01%
+5,387
554
$229K 0.01%
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555
$227K 0.01%
1,428
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556
$226K 0.01%
3,309
-256
557
$226K 0.01%
827
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558
$225K 0.01%
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559
$225K 0.01%
+1,461
560
$225K 0.01%
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561
$224K 0.01%
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562
$224K 0.01%
10,799
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563
$222K 0.01%
+4,516
564
$222K 0.01%
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-175
565
$220K 0.01%
969
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$220K 0.01%
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567
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$217K 0.01%
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569
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570
$213K 0.01%
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-407
571
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572
$212K 0.01%
+22,120
573
$212K 0.01%
4,864
-225
574
$212K 0.01%
7,000
-539
575
$212K 0.01%
+3,399
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