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
51
$7.34M 0.38%
31,581
-2,448
52
$7.12M 0.37%
137,817
-340,540
53
$6.9M 0.36%
528,600
+131,560
54
$6.88M 0.36%
117,504
+8,691
55
$6.68M 0.35%
463,847
-2,849
56
$6.02M 0.31%
171,736
-9,914
57
$5.98M 0.31%
155,651
-38,394
58
$5.73M 0.3%
27,671
+378
59
$5.58M 0.29%
43,546
+650
60
$5.55M 0.29%
54,612
-1,690
61
$5.29M 0.28%
114,175
+9,315
62
$4.91M 0.26%
73,556
+1,566
63
$4.79M 0.25%
17,160
64
$4.75M 0.25%
19,707
-1,749
65
$4.55M 0.24%
49,500
+7,255
66
$4.37M 0.23%
90,720
+1,287
67
$4.36M 0.23%
27,642
-122
68
$4.18M 0.22%
23,081
-832
69
$4.05M 0.21%
89,779
+12,634
70
$4.03M 0.21%
34,068
+21,978
71
$3.97M 0.21%
67,581
-5,733
72
$3.92M 0.2%
27,645
+413
73
$3.9M 0.2%
77,802
-1,625
74
$3.89M 0.2%
78,164
-24,516
75
$3.89M 0.2%
16,715
+189
1 2
3
4 5