Orion Portfolio Solutions, LLC

CIK Number: 0001802647

10.04B
Market Value
1,574
# of Holdings
8 months
Avg. Holding Period
71.87%
Win Rate
55.80%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Northern Lts Fd...
55.49
n/a 17.81M -1.42% 957.69M 28.05 9.54%
2
Ishares Tr
591.53
-1.13% 430.92K -19.36% 248.56M 524.88 2.48%
3 Apple Inc
242.22
-1.13% 884.49K +6.98% 206.09M 167.92 2.05%
4 Microsoft Corp
422.50
-1.25% 407.36K -1.30% 175.29M 279.05 1.75%
5
Vanguard Index ...
291.44
-1.11% 532.61K -4.49% 150.81M 203.45 1.50%

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Up to 30 years financial history
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