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
876
$14K ﹤0.01%
600
877
$14K ﹤0.01%
1,500
878
$14K ﹤0.01%
300
879
$13K ﹤0.01%
200
880
$13K ﹤0.01%
1,035
881
$13K ﹤0.01%
909
882
$13K ﹤0.01%
450
+200
883
$13K ﹤0.01%
12
-5
884
$13K ﹤0.01%
100
885
$13K ﹤0.01%
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886
$13K ﹤0.01%
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887
$13K ﹤0.01%
2,524
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888
$13K ﹤0.01%
522
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$13K ﹤0.01%
228
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369
891
$13K ﹤0.01%
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895
$13K ﹤0.01%
102
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215
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$13K ﹤0.01%
623
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898
$12K ﹤0.01%
67
899
$12K ﹤0.01%
696
-10,197
900
$12K ﹤0.01%
100
34 35
36
37 38