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
651
$34K ﹤0.01%
195
652
$33K ﹤0.01%
500
-500
653
$33K ﹤0.01%
230
+38
654
$33K ﹤0.01%
2,145
655
$33K ﹤0.01%
3,000
656
$33K ﹤0.01%
1,447
657
$33K ﹤0.01%
1,056
+3
658
$33K ﹤0.01%
1,026
-2,838
659
$33K ﹤0.01%
570
660
$33K ﹤0.01%
1,566
661
$32K ﹤0.01%
140
662
$32K ﹤0.01%
840
663
$32K ﹤0.01%
700
664
$32K ﹤0.01%
358
-63
665
$32K ﹤0.01%
600
666
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3,100
667
$32K ﹤0.01%
603
668
$32K ﹤0.01%
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669
$32K ﹤0.01%
2,000
+1,000
670
$32K ﹤0.01%
562
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671
$32K ﹤0.01%
707
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672
$31K ﹤0.01%
1,499
673
$31K ﹤0.01%
500
+300
674
$31K ﹤0.01%
235
675
$31K ﹤0.01%
1,009
+138
25 26
27
28 29