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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
951
$9K ﹤0.01%
111
952
$9K ﹤0.01%
139
+1
953
$9K ﹤0.01%
390
-93
954
$9K ﹤0.01%
1,405
+45
955
$9K ﹤0.01%
247
956
$9K ﹤0.01%
274
+1
957
$9K ﹤0.01%
105
-5
958
$9K ﹤0.01%
548
959
$9K ﹤0.01%
+76
960
$9K ﹤0.01%
3,000
961
$9K ﹤0.01%
224
962
$9K ﹤0.01%
370
963
$9K ﹤0.01%
335
964
$8K ﹤0.01%
300
965
$8K ﹤0.01%
100
-46
966
$8K ﹤0.01%
+816
967
$8K ﹤0.01%
629
968
$8K ﹤0.01%
254
969
$8K ﹤0.01%
+140
970
$8K ﹤0.01%
202
971
$8K ﹤0.01%
49
+19
972
$8K ﹤0.01%
95
973
$8K ﹤0.01%
100
974
$8K ﹤0.01%
337
975
$8K ﹤0.01%
87
37 38
39
40 41