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 2.92%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$7K ﹤0.01%
2,304
1002
$7K ﹤0.01%
400
1003
$6K ﹤0.01%
639
1004
$6K ﹤0.01%
120
-300
1005
$6K ﹤0.01%
+183
1006
$6K ﹤0.01%
+167
1007
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144
-1,238
1008
$6K ﹤0.01%
602
+4
1009
$6K ﹤0.01%
374
1010
$6K ﹤0.01%
481
-92
1011
$6K ﹤0.01%
+91
1012
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1013
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200
1014
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1015
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190
-38
1016
$6K ﹤0.01%
1,000
1017
$6K ﹤0.01%
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1018
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313
1019
$6K ﹤0.01%
+1,128
1020
$6K ﹤0.01%
2,000
+1,750
1021
$6K ﹤0.01%
100
1022
$6K ﹤0.01%
+383
1023
$5K ﹤0.01%
173
-7,137
1024
$5K ﹤0.01%
300
1025
$5K ﹤0.01%
76
-41
39 40
41
42 43