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
401
$1.45M 0.01%
37,663
-1,923
402
$1.45M 0.01%
73,501
+10,205
403
$1.45M 0.01%
4,205
+487
404
$1.43M 0.01%
20,100
405
$1.43M 0.01%
57,675
+11,544
406
$1.43M 0.01%
+10,000
407
$1.43M 0.01%
16,705
-250
408
$1.42M 0.01%
12,189
-359
409
$1.41M 0.01%
13,064
+1,980
410
$1.41M 0.01%
21,507
-3,504
411
$1.4M 0.01%
22,140
+310
412
$1.4M 0.01%
41,029
+7,544
413
$1.39M 0.01%
+27,950
414
$1.39M 0.01%
323,864
415
$1.38M 0.01%
3,117
+622
416
$1.38M 0.01%
+28,991
417
$1.37M 0.01%
+118,298
418
$1.37M 0.01%
6,032
+875
419
$1.37M 0.01%
37,367
+13
420
$1.36M 0.01%
7,734
-7,292
421
$1.36M 0.01%
27,580
+6,165
422
$1.34M 0.01%
42,059
+843
423
$1.34M 0.01%
31,551
+44
424
$1.33M 0.01%
53,825
+13,787
425
$1.31M 0.01%
+38,215
15 16
17
18 19