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
476
$1.03M 0.01%
+10,815
477
$1.02M 0.01%
+109,346
478
$1.02M 0.01%
4,334
+1,503
479
$1.02M 0.01%
25,393
-59,824
480
$1.02M 0.01%
9,763
-8,645
481
$1.01M 0.01%
12,427
+2,537
482
$1.01M 0.01%
28,002
+1,660
483
$1.01M 0.01%
15,911
-327
484
$1.01M 0.01%
49,302
-2,920
485
$1.01M 0.01%
8,863
-962
486
$1.01M 0.01%
3,441
+2,081
487
$1.01M 0.01%
7,610
+3,444
488
$1M 0.01%
+10,093
489
$1M 0.01%
1,384
-1
490
$995K 0.01%
17,984
-2,655
491
$995K 0.01%
11,800
+2,003
492
$994K 0.01%
37,855
+299
493
$983K 0.01%
151,933
+3,488
494
$975K 0.01%
19,440
-21,662
495
$974K 0.01%
5,309
-7
496
$974K 0.01%
4,758
+893
497
$969K 0.01%
2,560
+769
498
$965K 0.01%
14,108
-2,572
499
$960K 0.01%
10,180
+5,454
500
$957K 0.01%
15,369
-914
18 19
20
21 22