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
701
$439K ﹤0.01%
8,796
+2,989
702
$438K ﹤0.01%
2,227
+18
703
$432K ﹤0.01%
12,681
-12,960
704
$430K ﹤0.01%
3,875
+897
705
$429K ﹤0.01%
20,890
+6,010
706
$429K ﹤0.01%
15,791
-4,889
707
$427K ﹤0.01%
22,587
+4,686
708
$425K ﹤0.01%
19,255
-7,313
709
$425K ﹤0.01%
5,622
+1,780
710
$420K ﹤0.01%
7,711
+1
711
$420K ﹤0.01%
6,990
+819
712
$417K ﹤0.01%
6,384
-660
713
$415K ﹤0.01%
9,022
-136
714
$414K ﹤0.01%
6,643
+2,041
715
$408K ﹤0.01%
+9,960
716
$408K ﹤0.01%
1,967
+309
717
$407K ﹤0.01%
+16,102
718
$406K ﹤0.01%
1,204
+20
719
$405K ﹤0.01%
5,914
+2,953
720
$402K ﹤0.01%
+15,103
721
$402K ﹤0.01%
6,885
-1,164
722
$400K ﹤0.01%
22,185
+2,835
723
$399K ﹤0.01%
7,661
+3,063
724
$399K ﹤0.01%
27,803
725
$399K ﹤0.01%
9,132
-3,722
27 28
29
30 31