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
$1.91B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$88.7M
2
+$85.9M
3
+$45.2M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$29.5M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$20.6M

Top Sells

1
+$24.2M
2
+$17.6M
3
+$4.17M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.34M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.31M

Sector Composition

1 Technology 6.99%
2 Healthcare 3.89%
3 Financials 3.11%
4 Consumer Discretionary 2.62%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.89M 0.2%
14,542
-481
77
$3.85M 0.2%
119,061
-10,319
78
$3.83M 0.2%
90,840
-6,119
79
$3.81M 0.2%
56,427
+8,367
80
$3.71M 0.19%
40,500
-1,102
81
$3.71M 0.19%
170,660
-12,296
82
$3.66M 0.19%
69,386
-78,946
83
$3.64M 0.19%
170,202
-2,469
84
$3.56M 0.19%
36,422
-1,765
85
$3.53M 0.18%
95,686
+14
86
$3.43M 0.18%
15,334
-497
87
$3.36M 0.18%
38,320
+760
88
$3.33M 0.17%
31,001
-3,052
89
$3.32M 0.17%
16,854
-313
90
$3.24M 0.17%
35,587
-6,402
91
$3.23M 0.17%
15,134
+114
92
$3.08M 0.16%
20,878
+933
93
$3.07M 0.16%
36,964
+21,577
94
$3.06M 0.16%
28,316
-11,567
95
$2.96M 0.15%
63,594
+13,997
96
$2.94M 0.15%
21,106
-611
97
$2.87M 0.15%
14,374
+3,567
98
$2.85M 0.15%
50,633
-58,873
99
$2.83M 0.15%
43,748
-39,309
100
$2.74M 0.14%
61,303
-956
2 3
4
5 6