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
26
$49.1M 0.35%
409,961
+7,449
27
$48.6M 0.35%
142,653
+370
28
$48.4M 0.35%
1,068,381
+24,827
29
$44.3M 0.32%
974,548
+67,955
30
$41.9M 0.3%
311,004
+74,901
31
$40.7M 0.29%
173,922
-2,261
32
$40.5M 0.29%
304,991
+15,172
33
$38.4M 0.27%
358,458
+86,005
34
$38.1M 0.27%
2,009,008
+1,531,642
35
$37.2M 0.27%
492,189
-69,802
36
$37M 0.26%
735,794
+55,361
37
$36.7M 0.26%
118,082
-7,403
38
$35.4M 0.25%
408,180
+68,460
39
$34.3M 0.25%
1,549,665
+68,064
40
$32.9M 0.23%
198,887
-8,168
41
$32.8M 0.23%
225,744
-6,319
42
$32.6M 0.23%
118,569
+80,436
43
$31.8M 0.23%
424,633
+22,513
44
$31.2M 0.22%
326,410
+10,791
45
$30.4M 0.22%
200,520
+99,023
46
$30.3M 0.22%
282,946
+11,647
47
$29.6M 0.21%
1,528,111
-82,434
48
$29.2M 0.21%
59,816
-7,643
49
$28.9M 0.21%
78,292
-6,201
50
$28.8M 0.21%
271,850
-17,254
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