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
826
$18K ﹤0.01%
130
827
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65
+2
828
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50
-25
829
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324
830
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137
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831
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278
832
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679
833
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797
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$18K ﹤0.01%
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835
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836
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837
$17K ﹤0.01%
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838
$17K ﹤0.01%
450
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839
$17K ﹤0.01%
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840
$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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845
$16K ﹤0.01%
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846
$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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849
$16K ﹤0.01%
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850
$16K ﹤0.01%
1,650
32 33
34
35 36