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OIA

OneDigital Investment Advisors Portfolio holdings

AUM $10.2B
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
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
+$48.7M
2
+$46.2M
3
+$34.3M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$34.1M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$33.5M

Top Sells

1
+$17.5M
2
+$10.7M
3
+$7.13M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.37M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.35M

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
926
$10K ﹤0.01%
92
927
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+259
928
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600
929
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360
+190
930
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931
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932
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933
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934
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935
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380
936
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355
937
$10K ﹤0.01%
1,510
+300
938
$10K ﹤0.01%
+65
939
$10K ﹤0.01%
160
-465
940
$10K ﹤0.01%
530
941
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64
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942
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943
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944
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54
945
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118
946
$9K ﹤0.01%
+250
947
$9K ﹤0.01%
172
-58
948
$9K ﹤0.01%
65
949
$9K ﹤0.01%
+1,252
950
$9K ﹤0.01%
57
36 37
38
39 40