OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.01B
1-Year Est. Return 12.67%
This Quarter Est. Return
1 Year Est. Return
+12.67%
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
76
$2.76M 0.21%
15,880
+2,157
77
$2.69M 0.21%
148,289
-4,402
78
$2.61M 0.2%
50,960
+4,203
79
$2.5M 0.19%
14,781
+12,060
80
$2.48M 0.19%
34,065
+19,349
81
$2.45M 0.19%
59,723
+32,479
82
$2.3M 0.18%
75,600
+48,135
83
$2.26M 0.17%
63,820
+31,966
84
$2.23M 0.17%
20,341
+12,723
85
$2.21M 0.17%
124,747
+70,651
86
$2.21M 0.17%
10,650
+6,217
87
$2.19M 0.17%
26,694
+23,084
88
$2.1M 0.16%
71,714
+54,312
89
$2.04M 0.16%
99,831
+12,825
90
$1.93M 0.15%
16,746
+9,075
91
$1.93M 0.15%
45,456
+35,612
92
$1.93M 0.15%
15,488
+6,216
93
$1.9M 0.15%
9,127
+2,571
94
$1.9M 0.15%
22,814
+16,608
95
$1.89M 0.15%
34,980
+26,200
96
$1.85M 0.14%
5,218
+3,632
97
$1.84M 0.14%
11,710
-4,307
98
$1.79M 0.14%
10,932
+1,370
99
$1.73M 0.13%
33,924
+16,455
100
$1.66M 0.13%
9,526
+5,048
2 3
4
5 6