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
1151
$1K ﹤0.01%
31
1152
$1K ﹤0.01%
45
1153
$1K ﹤0.01%
5
1154
$1K ﹤0.01%
6
1155
$1K ﹤0.01%
+9
1156
$1K ﹤0.01%
60
1157
$1K ﹤0.01%
22
1158
$1K ﹤0.01%
+2
1159
$1K ﹤0.01%
41
1160
$1K ﹤0.01%
70
1161
$1K ﹤0.01%
53
1162
$1K ﹤0.01%
500
1163
$1K ﹤0.01%
62
1164
$1K ﹤0.01%
25
-20
1165
$1K ﹤0.01%
20
1166
$1K ﹤0.01%
+25
1167
$1K ﹤0.01%
500
1168
$1K ﹤0.01%
32
1169
$1K ﹤0.01%
16
1170
$1K ﹤0.01%
+68
1171
$1K ﹤0.01%
72
1172
$1K ﹤0.01%
300
1173
– –
-174
1174
$0 ﹤0.01%
4
1175
– –
-90
45 46
47
48 49