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
726
$398K ﹤0.01%
4,023
-93
727
$398K ﹤0.01%
6,899
+1,708
728
$397K ﹤0.01%
23,068
+5,186
729
$396K ﹤0.01%
6,393
-2,674
730
$396K ﹤0.01%
8,189
+76
731
$395K ﹤0.01%
13,857
-1,382
732
$394K ﹤0.01%
3,616
+247
733
$392K ﹤0.01%
2,744
+140
734
$392K ﹤0.01%
+15,984
735
$391K ﹤0.01%
1,799
+2
736
$390K ﹤0.01%
17,035
+6
737
$388K ﹤0.01%
+11,860
738
$387K ﹤0.01%
7,944
+1,348
739
$386K ﹤0.01%
1,680
-179
740
$386K ﹤0.01%
10,601
-4,480
741
$386K ﹤0.01%
+13,556
742
$384K ﹤0.01%
44,226
-16,726
743
$384K ﹤0.01%
22,212
+2,671
744
$383K ﹤0.01%
8,231
+3,151
745
$383K ﹤0.01%
+19,134
746
$382K ﹤0.01%
8,959
-2,901
747
$380K ﹤0.01%
6,729
-193
748
$377K ﹤0.01%
+6,559
749
$376K ﹤0.01%
14,000
750
$370K ﹤0.01%
34,326
+4,625
28 29
30
31 32