OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
-11.82%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$2.33B
AUM Growth
-$313M
(-12%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
38.92%
Holding
799
New
53
Increased
323
Reduced
280
Closed
82
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$28.1M |
| 2 |
Privia Health
PRVA
|
$21M |
| 3 |
Vanguard S&P 500 Value ETF
VOOV
|
$17.1M |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
$14.3M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.07M |
Top Sells
Sector Composition
| 1 | Technology | 5.5% |
| 2 | Healthcare | 4.15% |
| 3 | Financials | 3.01% |
| 4 | Industrials | 2.05% |
| 5 | Consumer Discretionary | 1.73% |
