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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
1076
$4K ﹤0.01%
31,110
+15,555
1077
$4K ﹤0.01%
200
1078
$4K ﹤0.01%
+100
1079
$4K ﹤0.01%
+1,100
1080
$3K ﹤0.01%
90
1081
$3K ﹤0.01%
124
1082
$3K ﹤0.01%
200
1083
$3K ﹤0.01%
450
1084
$3K ﹤0.01%
30
-148
1085
$3K ﹤0.01%
72
1086
$3K ﹤0.01%
+21
1087
$3K ﹤0.01%
103
+1
1088
$3K ﹤0.01%
200
1089
$3K ﹤0.01%
20
-30
1090
$3K ﹤0.01%
200
1091
$3K ﹤0.01%
100
1092
$3K ﹤0.01%
100
1093
$3K ﹤0.01%
100
1094
$3K ﹤0.01%
100
1095
$3K ﹤0.01%
+220
1096
$3K ﹤0.01%
47
-25
1097
$3K ﹤0.01%
200
1098
$3K ﹤0.01%
154
-304
1099
$3K ﹤0.01%
2,982
+175
1100
$3K ﹤0.01%
+613
42 43
44
45 46