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
251
$3.72M 0.03%
75,715
-63,809
252
$3.67M 0.03%
90,149
+23,813
253
$3.6M 0.03%
35,874
+1,194
254
$3.58M 0.03%
47,607
+2,739
255
$3.56M 0.03%
73,913
+18,330
256
$3.49M 0.02%
35,652
+8,827
257
$3.45M 0.02%
45,613
-9,437
258
$3.45M 0.02%
44,700
-35,205
259
$3.43M 0.02%
29,990
+1,524
260
$3.42M 0.02%
31,363
+1,169
261
$3.42M 0.02%
34,247
-8,372
262
$3.37M 0.02%
85,186
+9,532
263
$3.33M 0.02%
6,871
-11
264
$3.33M 0.02%
43,209
-4,235
265
$3.31M 0.02%
52,103
-3,945
266
$3.3M 0.02%
41,386
+32,295
267
– –
0
268
$3.28M 0.02%
78,891
+10,174
269
$3.27M 0.02%
13,348
+1,392
270
$3.27M 0.02%
10,762
+9,235
271
$3.24M 0.02%
31,318
+2,481
272
$3.21M 0.02%
22,065
-307
273
$3.2M 0.02%
16,310
+12,346
274
$3.2M 0.02%
29,118
+18,026
275
$3.2M 0.02%
67,224
+4,886
9 10
11
12 13