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OPS

Orion Portfolio Solutions Portfolio holdings

AUM $10.2B
1-Year Est. Return 6.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,638
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$17.7M
3
+$16.6M
4
THY icon
Toews Agility Shares Dynamic Tactical Income ETF
THY
+$15.3M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$15.3M

Top Sells

1
+$53.9M
2
+$23.1M
3
+$11M
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$9.58M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$9.54M

Sector Composition

1 Technology 2.39%
2 Financials 1.72%
3 Industrials 1.19%
4 Healthcare 1.18%
5 Consumer Staples 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$5K ﹤0.01%
174
-285
1477
$5K ﹤0.01%
21
+20
1478
$5K ﹤0.01%
+544
1479
$5K ﹤0.01%
300
1480
$5K ﹤0.01%
+746
1481
$5K ﹤0.01%
940
+238
1482
$5K ﹤0.01%
100
+51
1483
$5K ﹤0.01%
230
1484
$5K ﹤0.01%
+326
1485
$5K ﹤0.01%
30
-24
1486
$5K ﹤0.01%
39
+17
1487
$5K ﹤0.01%
555
+410
1488
$5K ﹤0.01%
+78
1489
$5K ﹤0.01%
59
-100
1490
$5K ﹤0.01%
+106
1491
$5K ﹤0.01%
+456
1492
$5K ﹤0.01%
181
-51
1493
$5K ﹤0.01%
236
+186
1494
$5K ﹤0.01%
27
-24
1495
$5K ﹤0.01%
2,982
-893
1496
$5K ﹤0.01%
76
+28
1497
$5K ﹤0.01%
+29
1498
$5K ﹤0.01%
168
+58
1499
$5K ﹤0.01%
+144
1500
$5K ﹤0.01%
212
58 59
60
61 62