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
876
$271K ﹤0.01%
2,841
-179
877
$270K ﹤0.01%
7,855
+907
878
$270K ﹤0.01%
3,453
879
$270K ﹤0.01%
+3,447
880
$270K ﹤0.01%
+195
881
$270K ﹤0.01%
+3,221
882
$269K ﹤0.01%
+1,144
883
$269K ﹤0.01%
23,398
-7,998
884
$268K ﹤0.01%
2,580
+118
885
$267K ﹤0.01%
8,397
-3,114
886
$267K ﹤0.01%
904
+23
887
$267K ﹤0.01%
7,184
+1,267
888
$266K ﹤0.01%
5,305
-254
889
$264K ﹤0.01%
10,606
-6,183
890
$263K ﹤0.01%
988
+75
891
$263K ﹤0.01%
14,641
-1,216
892
$263K ﹤0.01%
+8,373
893
$263K ﹤0.01%
2,035
-9
894
$262K ﹤0.01%
+2,858
895
$262K ﹤0.01%
36,535
-13,799
896
$261K ﹤0.01%
1,423
-28
897
$261K ﹤0.01%
2,504
-168
898
$261K ﹤0.01%
+682
899
$261K ﹤0.01%
+6,036
900
$260K ﹤0.01%
8,622
+3,836
34 35
36
37 38