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
901
$12K ﹤0.01%
189
902
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100
903
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750
904
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86
905
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800
906
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+3
907
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150
908
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-5
909
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750
910
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545
911
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1,000
912
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+400
913
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262
914
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96
915
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916
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917
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919
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+1
920
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500
921
$10K ﹤0.01%
422
922
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311
-154
923
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392
-644
924
$10K ﹤0.01%
92
925
$10K ﹤0.01%
530
35 36
37
38 39