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
576
$692K ﹤0.01%
5,568
+260
577
$691K ﹤0.01%
13,410
-1,744
578
$691K ﹤0.01%
5,911
+1,060
579
$681K ﹤0.01%
16,036
+8,254
580
$673K ﹤0.01%
6,487
+22
581
$670K ﹤0.01%
11,882
+7,471
582
$665K ﹤0.01%
+26,836
583
$663K ﹤0.01%
6,144
+458
584
$662K ﹤0.01%
26,659
-106
585
$661K ﹤0.01%
8,134
-159
586
$660K ﹤0.01%
10,795
+1,936
587
$655K ﹤0.01%
7,420
-2,757
588
$654K ﹤0.01%
3,419
+1,025
589
$651K ﹤0.01%
18,816
-3,061
590
$648K ﹤0.01%
34,336
-1,641
591
$647K ﹤0.01%
3,614
+1,035
592
$647K ﹤0.01%
9,491
+1,973
593
$646K ﹤0.01%
12,554
+1,460
594
$645K ﹤0.01%
10,789
-4,661
595
$642K ﹤0.01%
+14,764
596
$642K ﹤0.01%
20,426
+1,005
597
$642K ﹤0.01%
3,695
+884
598
$639K ﹤0.01%
1,466
+393
599
$634K ﹤0.01%
14,914
-5,094
600
$633K ﹤0.01%
2,234
-22
22 23
24
25 26