OPS

Orion Portfolio Solutions Portfolio holdings

AUM $10.2B
1-Year Est. Return 6.73%
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

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
2026
$1K ﹤0.01%
117
2027
$1K ﹤0.01%
53
-24
2028
$1K ﹤0.01%
+98
2029
$1K ﹤0.01%
19
2030
$1K ﹤0.01%
44
-357
2031
$1K ﹤0.01%
7
-43
2032
$1K ﹤0.01%
17
2033
$1K ﹤0.01%
58
-287
2034
$1K ﹤0.01%
+15
2035
$1K ﹤0.01%
+22
2036
$1K ﹤0.01%
37
-7
2037
$1K ﹤0.01%
9
2038
$1K ﹤0.01%
+16
2039
$1K ﹤0.01%
+40
2040
$1K ﹤0.01%
+146
2041
$1K ﹤0.01%
+14
2042
$1K ﹤0.01%
73
-11
2043
$1K ﹤0.01%
12
2044
$1K ﹤0.01%
+14
2045
$1K ﹤0.01%
+29
2046
$1K ﹤0.01%
+28
2047
$1K ﹤0.01%
+450
2048
$1K ﹤0.01%
+89
2049
$1K ﹤0.01%
33
2050
$1K ﹤0.01%
+41