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
701
$29K ﹤0.01%
1,796
702
$28K ﹤0.01%
5,995
703
$28K ﹤0.01%
1,069
-76,127
704
$28K ﹤0.01%
95
705
$28K ﹤0.01%
171
-1,336
706
$28K ﹤0.01%
1,444
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707
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370
708
$28K ﹤0.01%
750
709
$28K ﹤0.01%
1,565
710
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306
711
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704
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712
$28K ﹤0.01%
712
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155
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715
$28K ﹤0.01%
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$27K ﹤0.01%
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718
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719
$27K ﹤0.01%
700
720
$27K ﹤0.01%
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721
$27K ﹤0.01%
700
722
$26K ﹤0.01%
737
+155
723
$26K ﹤0.01%
232
724
$26K ﹤0.01%
3,593
+306
725
$26K ﹤0.01%
493
+29
27 28
29
30 31