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
851
$15K ﹤0.01%
50
+28
852
$15K ﹤0.01%
1,600
853
$15K ﹤0.01%
+392
854
$15K ﹤0.01%
320
855
$15K ﹤0.01%
313
+33
856
$15K ﹤0.01%
367
857
$15K ﹤0.01%
324
-21
858
$15K ﹤0.01%
108
-10
859
$15K ﹤0.01%
340
860
$15K ﹤0.01%
1,095
861
$15K ﹤0.01%
865
-17
862
$15K ﹤0.01%
325
863
$15K ﹤0.01%
401
864
$14K ﹤0.01%
335
865
$14K ﹤0.01%
+229
866
$14K ﹤0.01%
1,941
867
$14K ﹤0.01%
600
868
$14K ﹤0.01%
+669
869
$14K ﹤0.01%
694
870
$14K ﹤0.01%
80
871
$14K ﹤0.01%
540
872
$14K ﹤0.01%
142
873
$14K ﹤0.01%
1,593
+35
874
$14K ﹤0.01%
315
875
$14K ﹤0.01%
23
33 34
35
36 37