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 2.96%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
150
1127
$2K ﹤0.01%
100
1128
$2K ﹤0.01%
200
1129
$2K ﹤0.01%
+62
1130
$2K ﹤0.01%
38
1131
$2K ﹤0.01%
33
1132
$2K ﹤0.01%
64
-6,697
1133
$2K ﹤0.01%
50
1134
$1K ﹤0.01%
45
1135
$1K ﹤0.01%
26
1136
$1K ﹤0.01%
+15
1137
$1K ﹤0.01%
200
1138
$1K ﹤0.01%
90
1139
$1K ﹤0.01%
25
1140
$1K ﹤0.01%
37
1141
$1K ﹤0.01%
50
1142
$1K ﹤0.01%
15
1143
$1K ﹤0.01%
400
1144
$1K ﹤0.01%
19
1145
$1K ﹤0.01%
50
1146
$1K ﹤0.01%
36
-35,042
1147
$1K ﹤0.01%
52
1148
$1K ﹤0.01%
+50
1149
$1K ﹤0.01%
22
1150
$1K ﹤0.01%
51
44 45
46
47 48