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
576
$211K 0.01%
+2,776
577
$211K 0.01%
7,989
578
$210K 0.01%
4,518
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579
$210K 0.01%
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$209K 0.01%
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-11,913
581
$207K 0.01%
9,068
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$207K 0.01%
+6,278
583
$206K 0.01%
+7,950
584
$206K 0.01%
+4,520
585
$205K 0.01%
+6,069
586
$205K 0.01%
+7,897
587
$205K 0.01%
6,305
-1,460
588
$205K 0.01%
+1,522
589
$205K 0.01%
+8,063
590
$203K 0.01%
+4,422
591
$203K 0.01%
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592
$203K 0.01%
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593
$202K 0.01%
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594
$201K 0.01%
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595
$200K 0.01%
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596
$200K 0.01%
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597
$199K 0.01%
10,407
-3,164
598
$196K 0.01%
+908
599
$193K 0.01%
17,947
600
$190K 0.01%
11,450
22 23
24
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