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
151
$1.01M 0.08%
8,795
-24,372
152
$983K 0.08%
20,039
+2,085
153
$982K 0.08%
6,774
+5,494
154
$978K 0.08%
14,716
+9,558
155
$966K 0.07%
17,107
+925
156
$965K 0.07%
46,245
+3,315
157
$964K 0.07%
26,235
+13,121
158
$959K 0.07%
35,526
+16,958
159
$951K 0.07%
34,147
+15,655
160
$950K 0.07%
10,579
+4,982
161
$945K 0.07%
8,520
+1,639
162
$926K 0.07%
18,382
-86,689
163
$918K 0.07%
1,957
+1,362
164
$910K 0.07%
7,898
+7,683
165
$905K 0.07%
18,944
+9,944
166
$901K 0.07%
38,352
+30,552
167
$890K 0.07%
30,514
+15,870
168
$888K 0.07%
6,660
+5,770
169
$877K 0.07%
7,746
+1,538
170
$876K 0.07%
15,424
+10,216
171
$874K 0.07%
26,762
+24,167
172
$872K 0.07%
5,355
+1,960
173
$870K 0.07%
13,078
+6,226
174
$853K 0.07%
20,451
+8,308
175
$852K 0.07%
6,523
+2,604
5 6
7
8 9