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
201
$1.24M 0.06%
266,766
-13,860
202
$1.21M 0.06%
26,736
+13,573
203
$1.21M 0.06%
6,660
-164
204
$1.2M 0.06%
53,798
+41,057
205
$1.19M 0.06%
9,355
+189
206
$1.19M 0.06%
4,197
-60
207
$1.19M 0.06%
10,898
+1,924
208
$1.19M 0.06%
21,940
-2,210
209
$1.17M 0.06%
61,670
-17,530
210
$1.16M 0.06%
22,528
+4,267
211
$1.16M 0.06%
37,775
-15,374
212
$1.16M 0.06%
5,443
+551
213
$1.15M 0.06%
17,994
-3,606
214
$1.14M 0.06%
14,774
+2,479
215
$1.13M 0.06%
32,446
-550
216
$1.13M 0.06%
11,189
+354
217
$1.12M 0.06%
33,758
+3,926
218
$1.08M 0.06%
28,653
-8,026
219
$1.07M 0.06%
7,031
-186
220
$1.06M 0.06%
14,672
-964
221
$1.05M 0.05%
26,396
+4,870
222
$1.05M 0.05%
40,503
-65,519
223
$1.04M 0.05%
13,829
+2,893
224
$1.04M 0.05%
11,066
+700
225
$1.03M 0.05%
7,307
+140
7 8
9
10 11