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
776
$22K ﹤0.01%
562
777
$22K ﹤0.01%
165
-36
778
$22K ﹤0.01%
129
779
$22K ﹤0.01%
644
780
$22K ﹤0.01%
330
781
$22K ﹤0.01%
403
+101
782
$22K ﹤0.01%
1,069
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783
$22K ﹤0.01%
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784
$22K ﹤0.01%
375
785
$21K ﹤0.01%
644
786
$21K ﹤0.01%
881
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787
$21K ﹤0.01%
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788
$21K ﹤0.01%
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789
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539
790
$21K ﹤0.01%
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791
$21K ﹤0.01%
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792
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795
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796
$21K ﹤0.01%
417
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$21K ﹤0.01%
1,398
798
$21K ﹤0.01%
134
799
$21K ﹤0.01%
776
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800
$21K ﹤0.01%
496
30 31
32
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