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
1126
$2K ﹤0.01%
261
1127
$2K ﹤0.01%
384
1128
$2K ﹤0.01%
+300
1129
$2K ﹤0.01%
34
1130
$2K ﹤0.01%
50
1131
$2K ﹤0.01%
+10
1132
$2K ﹤0.01%
200
1133
$2K ﹤0.01%
100
1134
$1K ﹤0.01%
45
1135
$1K ﹤0.01%
26
1136
$1K ﹤0.01%
+15
1137
$1K ﹤0.01%
200
1138
$1K ﹤0.01%
25
-20
1139
$1K ﹤0.01%
20
1140
$1K ﹤0.01%
+25
1141
$1K ﹤0.01%
500
1142
$1K ﹤0.01%
90
1143
$1K ﹤0.01%
25
1144
$1K ﹤0.01%
37
1145
$1K ﹤0.01%
50
1146
$1K ﹤0.01%
15
1147
$1K ﹤0.01%
400
1148
$1K ﹤0.01%
19
1149
$1K ﹤0.01%
51
1150
$1K ﹤0.01%
31
44 45
46
47 48