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
751
$24K ﹤0.01%
+1,196
752
$24K ﹤0.01%
505
753
$24K ﹤0.01%
186
754
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162
755
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275
-10
756
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826
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757
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375
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758
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401
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759
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824
761
$24K ﹤0.01%
475
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635
763
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764
$23K ﹤0.01%
250
765
$23K ﹤0.01%
540
766
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769
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$23K ﹤0.01%
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771
$23K ﹤0.01%
1,384
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772
$23K ﹤0.01%
458
773
$23K ﹤0.01%
363
774
$23K ﹤0.01%
400
775
$23K ﹤0.01%
354
29 30
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32 33