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
426
$1.3M 0.01%
15,068
-603
427
$1.3M 0.01%
23,196
+13,373
428
$1.27M 0.01%
25,124
+7,833
429
$1.27M 0.01%
24,747
+11,064
430
$1.27M 0.01%
10,969
+905
431
$1.26M 0.01%
40,982
-3,622
432
$1.26M 0.01%
10,782
-21,350
433
$1.25M 0.01%
15,043
+1,372
434
$1.23M 0.01%
24,552
-55,912
435
$1.23M 0.01%
1,035
+295
436
$1.22M 0.01%
28,464
-3,353
437
$1.21M 0.01%
24,001
-669
438
$1.21M 0.01%
37,129
439
$1.2M 0.01%
9,880
+2,185
440
$1.19M 0.01%
11,779
+4,469
441
$1.17M 0.01%
26,353
+2,951
442
$1.16M 0.01%
1,467
-3,332
443
$1.16M 0.01%
+11,875
444
$1.15M 0.01%
16,472
+2,804
445
$1.14M 0.01%
67,708
+5,043
446
$1.14M 0.01%
42,218
+5,405
447
$1.14M 0.01%
6,813
+135
448
$1.13M 0.01%
2,393
+282
449
$1.12M 0.01%
66,839
-7,579
450
$1.12M 0.01%
13,825
-90,558
16 17
18
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