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
126
$2.24M 0.12%
56,075
-6,566
127
$2.23M 0.12%
25,628
-1,459
128
$2.22M 0.12%
6,682
+659
129
$2.2M 0.11%
71,829
+4,549
130
$2.18M 0.11%
73,934
-110,390
131
$2.16M 0.11%
42,540
-2,438
132
$2.16M 0.11%
142,384
+11,544
133
$2.16M 0.11%
144,221
+76,026
134
$2.15M 0.11%
29,354
-2,132
135
$2.15M 0.11%
123,643
+15,240
136
$2.14M 0.11%
51,180
-908
137
$2.05M 0.11%
26,990
+46
138
$2.04M 0.11%
29,173
-119
139
$2.03M 0.11%
36,856
-6,944
140
$2.02M 0.11%
65,945
+1,475
141
$1.95M 0.1%
5,491
-77
142
$1.94M 0.1%
25,083
-1,957
143
$1.92M 0.1%
14,799
-473
144
$1.92M 0.1%
4,567
-268
145
$1.92M 0.1%
38,283
+2,711
146
$1.89M 0.1%
25,389
-1,721
147
$1.88M 0.1%
36,581
+8,446
148
$1.88M 0.1%
15,641
+780
149
$1.87M 0.1%
36,308
-4,367
150
$1.81M 0.09%
8,428
+3
4 5
6
7 8