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
376
$1.65M 0.01%
30,536
-1,881
377
$1.64M 0.01%
+11,085
378
$1.64M 0.01%
+61,460
379
$1.64M 0.01%
16,944
-3,649
380
$1.63M 0.01%
40,635
-9,251
381
$1.6M 0.01%
39,135
+16,210
382
$1.58M 0.01%
41,449
+1,268
383
$1.57M 0.01%
10,930
+709
384
$1.57M 0.01%
115,970
-18,583
385
$1.56M 0.01%
52,360
+19,130
386
$1.55M 0.01%
3
-1
387
$1.55M 0.01%
58,739
+34,137
388
$1.54M 0.01%
571
+246
389
$1.54M 0.01%
23,848
+6,189
390
$1.54M 0.01%
35,978
-13,656
391
$1.52M 0.01%
2,109
+695
392
– –
0
393
$1.51M 0.01%
61,088
+1,934
394
$1.49M 0.01%
61,677
-25,683
395
$1.49M 0.01%
5,315
+847
396
$1.48M 0.01%
37,333
-3,080
397
$1.47M 0.01%
8,540
+671
398
$1.47M 0.01%
+12,124
399
$1.46M 0.01%
14,606
+345
400
$1.46M 0.01%
17,453
+1,655
14 15
16
17 18