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
576
$48K ﹤0.01%
630
577
$47K ﹤0.01%
1,820
578
$47K ﹤0.01%
350
+59
579
$46K ﹤0.01%
+1,500
580
$46K ﹤0.01%
2,950
581
$46K ﹤0.01%
+351
582
$46K ﹤0.01%
590
+453
583
$45K ﹤0.01%
90
-55
584
$45K ﹤0.01%
+2,000
585
$45K ﹤0.01%
3,280
-4,180
586
$45K ﹤0.01%
+4,250
587
$45K ﹤0.01%
560
588
$45K ﹤0.01%
2,254
+1,748
589
$45K ﹤0.01%
554
590
$44K ﹤0.01%
420
-130
591
$44K ﹤0.01%
+800
592
$44K ﹤0.01%
892
+4
593
$44K ﹤0.01%
3,205
+1,872
594
$44K ﹤0.01%
2,840
+101
595
$43K ﹤0.01%
23
-21
596
$43K ﹤0.01%
740
597
$43K ﹤0.01%
3,884
598
$43K ﹤0.01%
685
-26,776
599
$43K ﹤0.01%
1,159
+9
600
$42K ﹤0.01%
235
22 23
24
25 26