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
626
$104K 0.01%
11,732
627
$102K 0.01%
+11,700
628
$99K 0.01%
14,083
629
$87K ﹤0.01%
11,699
630
$78K ﹤0.01%
11,680
+128
631
$61K ﹤0.01%
357
-33
632
$53K ﹤0.01%
6
+1
633
$44K ﹤0.01%
16,386
+475
634
$27K ﹤0.01%
+942
635
$25K ﹤0.01%
775
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636
$24K ﹤0.01%
78
-40
637
$19K ﹤0.01%
528
638
$14K ﹤0.01%
500
639
$8K ﹤0.01%
+2,200
640
$1K ﹤0.01%
164
641
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642
– –
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643
– –
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644
– –
-6,479
645
– –
-32,710
646
– –
-5,260
647
– –
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648
– –
-4,265
649
– –
-3,725
650
– –
-2,404
24 25
26
27 28