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
176
$1.5M 0.08%
47,416
-14,181
177
$1.5M 0.08%
3,970
+186
178
$1.49M 0.08%
27,303
+21,603
179
$1.49M 0.08%
47,904
-11,525
180
$1.47M 0.08%
57,336
-4,432
181
$1.47M 0.08%
4,112
-105
182
$1.46M 0.08%
23,524
+1,236
183
$1.46M 0.08%
7,377
+1,266
184
$1.45M 0.08%
6,317
-2,489
185
$1.45M 0.08%
16,925
-4,735
186
$1.42M 0.07%
6,842
+54
187
$1.42M 0.07%
8,458
+5,933
188
$1.42M 0.07%
49,830
-30,670
189
$1.38M 0.07%
73,384
+12,321
190
$1.37M 0.07%
43,008
+2,647
191
$1.37M 0.07%
30,507
+3,028
192
$1.35M 0.07%
+8,884
193
$1.35M 0.07%
14,563
+7,563
194
$1.32M 0.07%
61,378
195
$1.32M 0.07%
11,141
+1,374
196
$1.32M 0.07%
26,287
+1,523
197
$1.29M 0.07%
24,634
+4,511
198
$1.27M 0.07%
51,720
-1,586
199
$1.24M 0.06%
41,220
-27,075
200
$1.24M 0.06%
17,933
+254
6 7
8
9 10