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
151
$1.8M 0.09%
9,863
-116
152
$1.78M 0.09%
20,698
+5,491
153
$1.78M 0.09%
24,905
-6,984
154
$1.78M 0.09%
58,596
+7,385
155
$1.77M 0.09%
12,102
-505
156
$1.76M 0.09%
8,026
+246
157
$1.72M 0.09%
7,793
+1,094
158
$1.7M 0.09%
27,573
+20,093
159
$1.67M 0.09%
30,847
+4,407
160
$1.66M 0.09%
+41,571
161
$1.66M 0.09%
10,068
+194
162
$1.66M 0.09%
115,183
+22,049
163
$1.65M 0.09%
7,745
-1,706
164
$1.64M 0.09%
11,796
-56
165
$1.64M 0.09%
9,706
+1,276
166
$1.61M 0.08%
4,541
-999
167
$1.6M 0.08%
25,292
+13,358
168
$1.6M 0.08%
23,486
+2,317
169
$1.59M 0.08%
9,861
-113
170
$1.58M 0.08%
11,095
+597
171
$1.57M 0.08%
14,219
+584
172
$1.56M 0.08%
32,642
+193
173
$1.55M 0.08%
5,801
+385
174
$1.54M 0.08%
18,707
-1,128
175
$1.52M 0.08%
15,381
-4,104
5 6
7
8 9