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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
1101
$3K ﹤0.01%
58
+1
1102
$3K ﹤0.01%
1,500
1103
$3K ﹤0.01%
100
1104
$3K ﹤0.01%
200
1105
$2K ﹤0.01%
22
1106
$2K ﹤0.01%
98
1107
$2K ﹤0.01%
100
1108
$2K ﹤0.01%
+40
1109
$2K ﹤0.01%
100
1110
$2K ﹤0.01%
25
1111
$2K ﹤0.01%
28
1112
$2K ﹤0.01%
150
1113
$2K ﹤0.01%
25
1114
$2K ﹤0.01%
100
1115
$2K ﹤0.01%
+201
1116
$2K ﹤0.01%
100
1117
$2K ﹤0.01%
+62
1118
$2K ﹤0.01%
38
1119
$2K ﹤0.01%
33
1120
$2K ﹤0.01%
64
-6,697
1121
$2K ﹤0.01%
44
1122
$2K ﹤0.01%
+390
1123
$2K ﹤0.01%
+164
1124
$2K ﹤0.01%
110
1125
$2K ﹤0.01%
290
43 44
45
46 47