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
451
$1.12M 0.01%
+24,018
452
$1.12M 0.01%
18,104
-1,058
453
$1.12M 0.01%
11,697
+1,686
454
$1.11M 0.01%
9,452
+432
455
$1.1M 0.01%
36,863
+4,641
456
$1.1M 0.01%
13,518
+485
457
$1.09M 0.01%
23,817
+6,348
458
$1.09M 0.01%
26,846
+10,297
459
$1.09M 0.01%
14,440
-33,414
460
$1.09M 0.01%
36,241
+19,958
461
$1.09M 0.01%
30,792
-8,298
462
$1.08M 0.01%
15,128
+963
463
$1.07M 0.01%
18,241
-39,161
464
$1.06M 0.01%
+35,598
465
$1.06M 0.01%
11,640
+6,765
466
$1.06M 0.01%
4,672
+104
467
$1.05M 0.01%
4,289
-48
468
$1.05M 0.01%
11,099
-4
469
$1.05M 0.01%
11,823
-202
470
$1.05M 0.01%
9,157
-4,855
471
$1.04M 0.01%
3,025
+129
472
$1.04M 0.01%
25,930
-676
473
$1.04M 0.01%
91,921
+77,282
474
$1.04M 0.01%
23,238
-1,587
475
$1.03M 0.01%
4,241
+1,259
17 18
19
20 21