Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.83B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$242M
3
+$70.4M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$31.7M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$29M

Top Sells

1
+$26.7M
2
+$19.8M
3
+$18.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.7M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$13.3M

Sector Composition

1 Technology 12.77%
2 Healthcare 4.02%
3 Consumer Discretionary 3.79%
4 Financials 3.54%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.52M 0.03%
129,071
+2,827
227
$4.49M 0.03%
35,375
+2,662
228
$4.47M 0.03%
48,680
+22,457
229
$4.44M 0.03%
23,601
+2,213
230
$4.41M 0.03%
19,542
+1,132
231
$4.38M 0.03%
125,036
+6,216
232
$4.36M 0.03%
174,488
-16,995
233
$4.34M 0.03%
9,749
+238
234
$4.31M 0.03%
61,685
+14,369
235
$4.18M 0.03%
32,617
+8,056
236
$4.07M 0.03%
58,911
+1,559
237
$4.06M 0.03%
18,468
+8,244
238
$4M 0.03%
8,942
+803
239
$3.99M 0.03%
82,364
+1,372
240
$3.97M 0.03%
109,010
+33,081
241
$3.92M 0.03%
117,026
-8,209
242
$3.88M 0.03%
43,359
+5,888
243
$3.83M 0.03%
52,479
+7,883
244
$3.82M 0.03%
31,447
+2,381
245
$3.81M 0.03%
20,546
+4,424
246
$3.78M 0.03%
+143,755
247
$3.78M 0.03%
39,104
+25,887
248
$3.76M 0.03%
73,242
+8,285
249
– –
0
250
$3.73M 0.03%
14,052
-9,439
8 9
10
11 12