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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
2126
$1K ﹤0.01%
+24
2127
$1K ﹤0.01%
4
-907
2128
$1K ﹤0.01%
21
2129
$1K ﹤0.01%
61
+45
2130
$1K ﹤0.01%
+27
2131
$1K ﹤0.01%
117
2132
$1K ﹤0.01%
53
-24
2133
$1K ﹤0.01%
+98
2134
$1K ﹤0.01%
37
-7
2135
$1K ﹤0.01%
9
2136
$1K ﹤0.01%
+40
2137
$1K ﹤0.01%
82
+80
2138
$1K ﹤0.01%
83
-239
2139
$1K ﹤0.01%
+146
2140
$1K ﹤0.01%
+14
2141
$1K ﹤0.01%
73
-11
2142
$1K ﹤0.01%
12
2143
$1K ﹤0.01%
+26
2144
$1K ﹤0.01%
84
-37
2145
$1K ﹤0.01%
32
-57
2146
$1K ﹤0.01%
+67
2147
$1K ﹤0.01%
+7
2148
$1K ﹤0.01%
34
+32
2149
$1K ﹤0.01%
+132
2150
$1K ﹤0.01%
53
-187
84 85
86
87 88