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
326
$2.19M 0.02%
53,900
-12,721
327
$2.18M 0.02%
72,966
+15,357
328
$2.17M 0.02%
61,009
-4,571
329
$2.16M 0.02%
46,093
-3,684
330
$2.15M 0.02%
53,603
+2,414
331
$2.14M 0.02%
36,220
+7,760
332
$2.13M 0.02%
57,505
+28,343
333
$2.13M 0.02%
41,391
-34,775
334
$2.1M 0.02%
79,547
+8,564
335
$2.08M 0.01%
16,986
+2,233
336
$2.07M 0.01%
48,400
+15,200
337
$2.07M 0.01%
223,127
+7,976
338
$2.06M 0.01%
78,777
+4,353
339
$2.06M 0.01%
16,506
+8,253
340
$2.05M 0.01%
12,866
+10,363
341
$2.04M 0.01%
5,096
-307
342
$2.04M 0.01%
51,399
-2,781
343
$2.01M 0.01%
11,852
+1,155
344
$2.01M 0.01%
+64,156
345
$2M 0.01%
17,854
+14,667
346
$2M 0.01%
10,700
+125
347
$1.99M 0.01%
31,156
-74
348
$1.97M 0.01%
21,820
+4,763
349
$1.97M 0.01%
+32,991
350
$1.95M 0.01%
+195,248
12 13
14
15 16