We are live on ! Find out more
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
1051
$4K ﹤0.01%
57
1052
$4K ﹤0.01%
69
+41
1053
$4K ﹤0.01%
200
1054
$4K ﹤0.01%
234
-34
1055
$4K ﹤0.01%
250
1056
$4K ﹤0.01%
100
-6,000
1057
$4K ﹤0.01%
72
1058
$4K ﹤0.01%
566
+22
1059
$4K ﹤0.01%
144
1060
$4K ﹤0.01%
200
1061
$4K ﹤0.01%
35
1062
$4K ﹤0.01%
+140
1063
$4K ﹤0.01%
200
1064
$4K ﹤0.01%
154
1065
$4K ﹤0.01%
250
1066
$4K ﹤0.01%
+122
1067
$4K ﹤0.01%
200
1068
$4K ﹤0.01%
150
1069
$4K ﹤0.01%
33
1070
$4K ﹤0.01%
200
1071
$4K ﹤0.01%
542
1072
$4K ﹤0.01%
250
+225
1073
$4K ﹤0.01%
+133
1074
$4K ﹤0.01%
+60
1075
$4K ﹤0.01%
129
41 42
43
44 45