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
651
$524K ﹤0.01%
5,322
+162
652
$521K ﹤0.01%
7,090
653
$519K ﹤0.01%
9,610
-2
654
$519K ﹤0.01%
9,597
+2,519
655
$518K ﹤0.01%
5,313
+11
656
$517K ﹤0.01%
9,344
+4,620
657
$516K ﹤0.01%
8,862
-34,215
658
$514K ﹤0.01%
2,286
-127
659
$513K ﹤0.01%
30,527
+20,418
660
$512K ﹤0.01%
4,979
-1,048
661
$512K ﹤0.01%
13,265
+394
662
$511K ﹤0.01%
5,446
+44
663
$511K ﹤0.01%
651
-2,711
664
$510K ﹤0.01%
3,011
-11,862
665
$510K ﹤0.01%
10,221
+402
666
$509K ﹤0.01%
9,279
-1,169
667
$509K ﹤0.01%
11,387
-35
668
$509K ﹤0.01%
4,795
+637
669
$508K ﹤0.01%
4,514
-843
670
$500K ﹤0.01%
13,712
+2,025
671
$498K ﹤0.01%
9,845
672
$498K ﹤0.01%
8,002
-1,370
673
$493K ﹤0.01%
3,518
+298
674
$492K ﹤0.01%
1,389
+46
675
$490K ﹤0.01%
2,505
+34
25 26
27
28 29