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
51
$28M 0.2%
118,077
+1,430
52
$27.9M 0.2%
150,710
-3,231
53
$27.9M 0.2%
97,125
+12,478
54
$27.2M 0.19%
182,580
+30,216
55
$26.8M 0.19%
249,657
-10,958
56
$25.3M 0.18%
403,127
+69,699
57
$24.4M 0.17%
119,230
+83,141
58
$23.4M 0.17%
211,870
+14,461
59
$23.4M 0.17%
238,693
+28,860
60
$23.3M 0.17%
119,559
+6,159
61
$22.8M 0.16%
237,324
-21,949
62
– –
0
63
$21.7M 0.15%
333,476
+329,562
64
$21.5M 0.15%
775,380
+10,626
65
$21.2M 0.15%
292,415
+45,949
66
$21.2M 0.15%
45,945
+11,275
67
$21.1M 0.15%
1,182,562
-153,568
68
$20.7M 0.15%
826,576
+74,811
69
$20.5M 0.15%
439,776
+13,095
70
$20.4M 0.15%
463,280
-183,660
71
$20.3M 0.14%
50,011
+988
72
$20M 0.14%
399,367
+197,572
73
$19.9M 0.14%
102,747
+55,939
74
$19.8M 0.14%
977,627
+42,238
75
$19.8M 0.14%
400,737
+3,441
1 2
3
4 5