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
676
$490K ﹤0.01%
15,095
+7,245
677
$487K ﹤0.01%
9,249
+1,158
678
$487K ﹤0.01%
+9,630
679
$487K ﹤0.01%
9,770
-193,997
680
$479K ﹤0.01%
1,780
+1,021
681
$479K ﹤0.01%
6,198
-40,351
682
$477K ﹤0.01%
18,723
-984
683
$477K ﹤0.01%
11,793
+16
684
$474K ﹤0.01%
11,318
-13,654
685
$474K ﹤0.01%
30,670
686
$473K ﹤0.01%
888
+71
687
$473K ﹤0.01%
5,649
+320
688
$470K ﹤0.01%
2,835
+296
689
$468K ﹤0.01%
+11,386
690
$466K ﹤0.01%
6,847
+47
691
$465K ﹤0.01%
34,628
-11,368
692
$465K ﹤0.01%
354
+13
693
$465K ﹤0.01%
9,848
-19
694
$461K ﹤0.01%
13,023
-930
695
$459K ﹤0.01%
21,278
696
$456K ﹤0.01%
3,550
+528
697
$450K ﹤0.01%
5,888
+341
698
$448K ﹤0.01%
9,900
-537
699
$447K ﹤0.01%
+18,600
700
$440K ﹤0.01%
22,585
-492
26 27
28
29 30