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
301
$2.64M 0.02%
22,900
-4,112
302
$2.64M 0.02%
14,364
+1,930
303
$2.61M 0.02%
7,105
-118
304
$2.59M 0.02%
144,212
-3,693
305
$2.52M 0.02%
29,996
-974
306
$2.52M 0.02%
17,919
-3,892
307
$2.48M 0.02%
41,456
+27,362
308
$2.46M 0.02%
112,504
-133,572
309
$2.43M 0.02%
38,288
-1,827
310
$2.39M 0.02%
130,050
+3,631
311
$2.39M 0.02%
32,219
+2,613
312
$2.38M 0.02%
80,692
+58,550
313
$2.36M 0.02%
24,933
-6,302
314
$2.35M 0.02%
57,506
+30,864
315
$2.33M 0.02%
35,865
-897
316
$2.33M 0.02%
185,631
+5,857
317
$2.3M 0.02%
40,965
-130
318
$2.3M 0.02%
122,492
+62,416
319
$2.25M 0.02%
20,244
+208
320
$2.25M 0.02%
128,508
-9,906
321
$2.24M 0.02%
24,294
-1,680
322
$2.23M 0.02%
96,676
+17,606
323
$2.21M 0.02%
24,083
+5,836
324
$2.21M 0.02%
46,600
-2,960
325
$2.2M 0.02%
173,293
+79,885
11 12
13
14 15