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
$1.91B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$88.7M
2
+$85.9M
3
+$45.2M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$29.5M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$20.6M

Top Sells

1
+$24.2M
2
+$17.6M
3
+$4.17M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.34M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.31M

Sector Composition

1 Technology 6.99%
2 Healthcare 3.89%
3 Financials 3.11%
4 Consumer Discretionary 2.62%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.72M 0.14%
10,731
+1,451
102
$2.72M 0.14%
150,824
-185,260
103
$2.71M 0.14%
15,308
-683
104
$2.71M 0.14%
49,922
-1,013
105
$2.69M 0.14%
29,358
+1,720
106
$2.68M 0.14%
49,912
-2,778
107
$2.68M 0.14%
59,532
+412
108
$2.67M 0.14%
32,190
-3,390
109
$2.66M 0.14%
24,262
+1,458
110
$2.63M 0.14%
130,316
+99,028
111
$2.61M 0.14%
22,475
-1,525
112
$2.6M 0.14%
46,968
+1,132
113
$2.58M 0.13%
63,760
-7,232
114
$2.56M 0.13%
48,329
+18,171
115
$2.55M 0.13%
7,268
+54
116
$2.48M 0.13%
11,579
-43
117
$2.44M 0.13%
31,071
+167
118
$2.43M 0.13%
47,630
+34,204
119
$2.4M 0.12%
10,224
+6,936
120
$2.39M 0.12%
72,231
+318
121
$2.37M 0.12%
25,285
-3,070
122
$2.31M 0.12%
37,808
+2,117
123
$2.3M 0.12%
33,241
-3,776
124
$2.27M 0.12%
40,102
+1,352
125
$2.26M 0.12%
25,667
+7,925
3 4
5
6 7