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
1101
$3K ﹤0.01%
2,982
+175
1102
$3K ﹤0.01%
+613
1103
$3K ﹤0.01%
58
+1
1104
$3K ﹤0.01%
200
1105
$2K ﹤0.01%
100
1106
$2K ﹤0.01%
+40
1107
$2K ﹤0.01%
100
1108
$2K ﹤0.01%
25
1109
$2K ﹤0.01%
28
1110
$2K ﹤0.01%
150
1111
$2K ﹤0.01%
25
1112
$2K ﹤0.01%
290
1113
$2K ﹤0.01%
261
1114
$2K ﹤0.01%
100
1115
$2K ﹤0.01%
384
1116
$2K ﹤0.01%
+300
1117
$2K ﹤0.01%
34
1118
$2K ﹤0.01%
50
1119
$2K ﹤0.01%
+10
1120
$2K ﹤0.01%
22
1121
$2K ﹤0.01%
98
1122
$2K ﹤0.01%
100
1123
$2K ﹤0.01%
+201
1124
$2K ﹤0.01%
100
1125
$2K ﹤0.01%
200
43 44
45
46 47