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
276
$3.19M 0.02%
12,082
+778
277
$3.16M 0.02%
95,854
+1,232
278
$3.13M 0.02%
84,534
-10,101
279
$3.11M 0.02%
18,363
+11,427
280
$3.08M 0.02%
176,502
-215,091
281
$3.06M 0.02%
98,838
+62,918
282
$3.05M 0.02%
65,543
-9,046
283
$3.04M 0.02%
47,609
+25,769
284
$3.02M 0.02%
17,802
+532
285
$3.01M 0.02%
651,589
+151,567
286
$2.93M 0.02%
50,727
-11,849
287
$2.88M 0.02%
73,680
+6,595
288
$2.83M 0.02%
69,332
+5,435
289
$2.83M 0.02%
31,525
+763
290
$2.82M 0.02%
32,191
-49,708
291
$2.79M 0.02%
71,240
-5,872
292
$2.76M 0.02%
35,929
-1,443
293
$2.75M 0.02%
92,916
+14,286
294
$2.75M 0.02%
14,144
-1,012
295
$2.73M 0.02%
113,526
+213
296
$2.72M 0.02%
23,668
-46
297
$2.7M 0.02%
19,549
+9
298
$2.68M 0.02%
34,896
+14,331
299
$2.67M 0.02%
21,968
+1,256
300
$2.65M 0.02%
24,593
+19,161
10 11
12
13 14