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
351
$1.92M 0.01%
13,225
-2,483
352
$1.92M 0.01%
20,331
-474
353
$1.92M 0.01%
31,422
+249
354
$1.9M 0.01%
5,730
+2,365
355
$1.89M 0.01%
58,842
-9,979
356
$1.88M 0.01%
127,269
357
$1.85M 0.01%
+24,090
358
$1.83M 0.01%
10,546
+2,987
359
$1.83M 0.01%
12,837
-704
360
$1.82M 0.01%
25,688
-4,343
361
$1.81M 0.01%
96,581
-12,099
362
$1.8M 0.01%
44,540
+7,556
363
$1.79M 0.01%
43,560
-5,700
364
$1.77M 0.01%
11,993
-7,127
365
$1.76M 0.01%
44,212
+3,106
366
$1.76M 0.01%
15,122
+12,791
367
$1.75M 0.01%
+78,372
368
$1.74M 0.01%
11,148
-492
369
$1.74M 0.01%
115,284
-13,651
370
$1.73M 0.01%
10,441
-2,362
371
$1.71M 0.01%
18,178
+1,710
372
$1.71M 0.01%
14,237
+2,130
373
$1.7M 0.01%
+68,475
374
$1.68M 0.01%
63,829
+8,624
375
$1.68M 0.01%
4,297
+355
13 14
15
16 17