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 2.96%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$26K ﹤0.01%
493
+29
727
$26K ﹤0.01%
965
728
$26K ﹤0.01%
478
729
$26K ﹤0.01%
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+90
730
$26K ﹤0.01%
255
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731
$26K ﹤0.01%
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732
$26K ﹤0.01%
130
733
$26K ﹤0.01%
383
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$26K ﹤0.01%
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735
$26K ﹤0.01%
3,000
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736
$26K ﹤0.01%
707
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737
$26K ﹤0.01%
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738
$26K ﹤0.01%
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739
$25K ﹤0.01%
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$25K ﹤0.01%
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742
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743
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745
$25K ﹤0.01%
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746
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747
$24K ﹤0.01%
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748
$24K ﹤0.01%
297
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749
$24K ﹤0.01%
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-24,173
750
$24K ﹤0.01%
510
28 29
30
31 32