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
626
$38K ﹤0.01%
360
627
$38K ﹤0.01%
3,316
628
$38K ﹤0.01%
170
-10
629
$38K ﹤0.01%
1,049
-47,057
630
$38K ﹤0.01%
334
631
$37K ﹤0.01%
743
+469
632
$37K ﹤0.01%
411
633
$37K ﹤0.01%
1,805
+1,455
634
$37K ﹤0.01%
350
-614
635
$37K ﹤0.01%
663
+34
636
$36K ﹤0.01%
+800
637
$36K ﹤0.01%
185
638
$36K ﹤0.01%
759
639
$36K ﹤0.01%
2,600
640
$36K ﹤0.01%
1,770
641
$36K ﹤0.01%
960
642
$36K ﹤0.01%
646
643
$35K ﹤0.01%
294
644
$35K ﹤0.01%
+1,100
645
$35K ﹤0.01%
342
646
$35K ﹤0.01%
840
647
$35K ﹤0.01%
382
+262
648
$34K ﹤0.01%
868
649
$34K ﹤0.01%
464
+2
650
$34K ﹤0.01%
590
24 25
26
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