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
851
$288K ﹤0.01%
57,688
-16,736
852
$288K ﹤0.01%
+10,000
853
$288K ﹤0.01%
19,500
854
$287K ﹤0.01%
7,670
-3,110
855
$286K ﹤0.01%
6,872
+27
856
$285K ﹤0.01%
3,231
+265
857
$285K ﹤0.01%
+3,669
858
$284K ﹤0.01%
4,270
-3,830
859
$282K ﹤0.01%
3,567
-1,501
860
$282K ﹤0.01%
22,005
-7,976
861
$281K ﹤0.01%
1,852
-205
862
$281K ﹤0.01%
3,588
+626
863
$281K ﹤0.01%
2,940
-1,220
864
$281K ﹤0.01%
3,475
+88
865
$279K ﹤0.01%
4,463
-35,898
866
$278K ﹤0.01%
6,932
-8,428
867
$278K ﹤0.01%
4,439
+533
868
$278K ﹤0.01%
6,280
-1,345
869
$278K ﹤0.01%
5,070
870
$275K ﹤0.01%
5,095
-2,049
871
$274K ﹤0.01%
7,690
+156
872
$274K ﹤0.01%
+4,300
873
$274K ﹤0.01%
1,664
+10
874
$272K ﹤0.01%
2,408
-1,249
875
$271K ﹤0.01%
+3,003
33 34
35
36 37