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
801
$324K ﹤0.01%
1,481
-18
802
$324K ﹤0.01%
+2,960
803
$323K ﹤0.01%
6,901
-2,662
804
$323K ﹤0.01%
6,956
-1
805
$321K ﹤0.01%
2,349
+654
806
$320K ﹤0.01%
+6,196
807
$319K ﹤0.01%
3,227
-1,301
808
$319K ﹤0.01%
3,243
-1,299
809
$318K ﹤0.01%
5,965
-2,421
810
$318K ﹤0.01%
5,466
-2,234
811
$317K ﹤0.01%
1,601
+83
812
$316K ﹤0.01%
7,900
813
$315K ﹤0.01%
4,102
+33
814
$315K ﹤0.01%
+39,421
815
$314K ﹤0.01%
9,216
-3,793
816
$312K ﹤0.01%
1,853
817
$312K ﹤0.01%
6,195
-1,741
818
$312K ﹤0.01%
5,523
+1,101
819
$312K ﹤0.01%
11,587
-4,479
820
$310K ﹤0.01%
+819
821
$310K ﹤0.01%
9,502
-3,745
822
$309K ﹤0.01%
8,716
-199
823
$309K ﹤0.01%
21,158
-8,840
824
$308K ﹤0.01%
12,015
-4,736
825
$308K ﹤0.01%
1,363
+267
31 32
33
34 35