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
626
$564K ﹤0.01%
11,526
+2,656
627
$561K ﹤0.01%
+30,625
628
$558K ﹤0.01%
7,530
-252
629
$557K ﹤0.01%
4,582
-11,499
630
$554K ﹤0.01%
8,751
+1,072
631
$553K ﹤0.01%
9,372
+1,177
632
$552K ﹤0.01%
+15,470
633
$551K ﹤0.01%
18,158
-2,548
634
$550K ﹤0.01%
+4,983
635
$550K ﹤0.01%
3,727
+594
636
$545K ﹤0.01%
8,156
-18,310
637
$543K ﹤0.01%
+15,995
638
$543K ﹤0.01%
3,992
+354
639
$540K ﹤0.01%
28,019
640
$540K ﹤0.01%
7,412
+594
641
$536K ﹤0.01%
3,271
+843
642
$536K ﹤0.01%
5,893
643
$534K ﹤0.01%
+2,336
644
$532K ﹤0.01%
5,708
-196
645
$532K ﹤0.01%
2,421
-2,022
646
$530K ﹤0.01%
+10,655
647
$528K ﹤0.01%
5,930
+617
648
$528K ﹤0.01%
63,738
+1,000
649
$527K ﹤0.01%
+8,668
650
$526K ﹤0.01%
4,256
-10,850
24 25
26
27 28