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
126
$1.24M 0.1%
27,445
+20,891
127
$1.24M 0.1%
6,017
+4,239
128
$1.23M 0.1%
7,792
+7,747
129
$1.23M 0.09%
22,483
+16,796
130
$1.22M 0.09%
14,005
-1,730
131
$1.22M 0.09%
4,611
+3,214
132
$1.2M 0.09%
14,669
+13,708
133
$1.18M 0.09%
10,295
+7,193
134
$1.18M 0.09%
49,240
+24,327
135
$1.17M 0.09%
11,732
-15,634
136
$1.17M 0.09%
49,458
+23,290
137
$1.15M 0.09%
18,770
+10,267
138
$1.13M 0.09%
13,730
+10,436
139
$1.1M 0.09%
7,411
+3,578
140
$1.1M 0.08%
10,198
+2,066
141
$1.09M 0.08%
40,645
+19,945
142
$1.09M 0.08%
4,451
+2,297
143
$1.08M 0.08%
+9,188
144
$1.08M 0.08%
88,832
+43,700
145
$1.06M 0.08%
10,555
+3,669
146
$1.06M 0.08%
6,232
+3,721
147
$1.04M 0.08%
3,920
+1,029
148
$1.03M 0.08%
21,870
+5,872
149
$1.02M 0.08%
15,326
+12,220
150
$1.01M 0.08%
+12,067
4 5
6
7 8