OIA
OneDigital Investment Advisors Portfolio holdings
AUM
$9.01B
1-Year Return
12.67%
This Quarter Return
+4.24%
1 Year Return
+12.67%
3 Year Return
+47.24%
5 Year Return
+72.07%
10 Year Return
–
AUM
$427M
AUM Growth
-$50.2M
(-11%)
Cap. Flow
-$76.4M
Cap. Flow
% of AUM
-17.91%
Top 10 Holdings %
Top 10 Hldgs %
49.85%
Holding
1,410
New
55
Increased
278
Reduced
164
Closed
308
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.44M |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
$2.8M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.33M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.18M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
$799K |
Top Sells
Sector Composition
| 1 | Financials | 6.11% |
| 2 | Industrials | 4.45% |
| 3 | Technology | 3.78% |
| 4 | Energy | 3.77% |
| 5 | Consumer Staples | 3.31% |
