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
676
$31K ﹤0.01%
135
-45
677
$31K ﹤0.01%
2,644
678
$31K ﹤0.01%
525
679
$31K ﹤0.01%
1,490
680
$31K ﹤0.01%
6,325
681
$31K ﹤0.01%
1,409
-715
682
$30K ﹤0.01%
250
683
$30K ﹤0.01%
103
+50
684
$30K ﹤0.01%
+1,029
685
$30K ﹤0.01%
486
-78
686
$30K ﹤0.01%
889
+557
687
$30K ﹤0.01%
155
-65
688
$30K ﹤0.01%
370
689
$30K ﹤0.01%
885
690
$30K ﹤0.01%
+516
691
$30K ﹤0.01%
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692
$29K ﹤0.01%
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693
$29K ﹤0.01%
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694
$29K ﹤0.01%
472
695
$29K ﹤0.01%
547
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696
$29K ﹤0.01%
1,121
697
$29K ﹤0.01%
402
+22
698
$29K ﹤0.01%
340
-285
699
$29K ﹤0.01%
3,387
700
$29K ﹤0.01%
2,307
26 27
28
29 30