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
826
$308K ﹤0.01%
16,750
827
$307K ﹤0.01%
3,791
-21
828
$307K ﹤0.01%
+343
829
$306K ﹤0.01%
+9,231
830
$306K ﹤0.01%
19,132
+475
831
$304K ﹤0.01%
2,981
+652
832
$304K ﹤0.01%
+13,197
833
$302K ﹤0.01%
+13,131
834
$301K ﹤0.01%
+7,762
835
$301K ﹤0.01%
+3,055
836
$301K ﹤0.01%
8,836
-1
837
$300K ﹤0.01%
3,867
+2,550
838
$299K ﹤0.01%
5,298
+61
839
$298K ﹤0.01%
6,895
+1,957
840
$297K ﹤0.01%
25,407
841
$297K ﹤0.01%
+8,536
842
$296K ﹤0.01%
+3,617
843
$296K ﹤0.01%
4,658
+69
844
$295K ﹤0.01%
1,085
+164
845
$295K ﹤0.01%
8,577
-3,171
846
$294K ﹤0.01%
2,094
+451
847
$294K ﹤0.01%
+11,222
848
$293K ﹤0.01%
16,390
-6,576
849
$291K ﹤0.01%
3,144
-1,221
850
$289K ﹤0.01%
8,350
-3,194
32 33
34
35 36