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
526
$859K 0.01%
5,130
-19
527
$857K 0.01%
12,105
-625
528
$853K 0.01%
25,485
+8,620
529
$851K 0.01%
+17,257
530
$845K 0.01%
5,421
-553
531
$837K 0.01%
36,536
+19,740
532
$835K 0.01%
8,486
+230
533
$826K 0.01%
7,251
+4,711
534
$819K 0.01%
10,119
+134
535
$814K 0.01%
11,120
-592
536
$812K 0.01%
7,221
+157
537
$812K 0.01%
14,374
-1,090
538
$811K 0.01%
28,171
+9
539
$811K 0.01%
7,231
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540
$800K 0.01%
15,351
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541
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5,198
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542
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8,777
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543
$786K 0.01%
52,015
-2,589
544
$784K 0.01%
24,354
+13,568
545
$783K 0.01%
16,194
+959
546
$776K 0.01%
12,847
+1,787
547
$775K 0.01%
+23,812
548
$770K 0.01%
6,111
+516
549
$767K 0.01%
21,292
-2,131
550
$763K 0.01%
11,667
-129
20 21
22
23 24