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
776
$344K ﹤0.01%
33,278
-4,391
777
$343K ﹤0.01%
6,903
+252
778
$343K ﹤0.01%
113,463
779
$340K ﹤0.01%
24,535
-9,200
780
$339K ﹤0.01%
+8,730
781
$339K ﹤0.01%
7,470
+1,530
782
$339K ﹤0.01%
2,340
-923
783
$338K ﹤0.01%
21,860
-8,152
784
$337K ﹤0.01%
6,316
785
$337K ﹤0.01%
2,995
-3,188
786
$335K ﹤0.01%
+3,537
787
$335K ﹤0.01%
1,016
-33
788
$335K ﹤0.01%
7,418
-3,064
789
$333K ﹤0.01%
7,292
+1,072
790
$331K ﹤0.01%
1,780
-656
791
$330K ﹤0.01%
3,796
-20,823
792
$330K ﹤0.01%
12,222
-317
793
$330K ﹤0.01%
5,468
-2,066
794
$330K ﹤0.01%
12,272
-4,594
795
$329K ﹤0.01%
1,801
+65
796
$328K ﹤0.01%
61,390
-26,305
797
$327K ﹤0.01%
8,596
+409
798
$327K ﹤0.01%
2,950
-481
799
$326K ﹤0.01%
23,424
-9,460
800
$325K ﹤0.01%
3,756
+650
30 31
32
33 34