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
926
$240K ﹤0.01%
4,689
-5,663
927
$239K ﹤0.01%
1,180
-5,660
928
$239K ﹤0.01%
2,936
-469
929
$239K ﹤0.01%
17,216
-1,000
930
$239K ﹤0.01%
938
-501
931
$238K ﹤0.01%
4,221
-1,885
932
$238K ﹤0.01%
731
-85
933
$237K ﹤0.01%
4,240
+425
934
$236K ﹤0.01%
+14,313
935
$236K ﹤0.01%
8,886
-5,506
936
$235K ﹤0.01%
63,387
+49,012
937
$235K ﹤0.01%
+8,047
938
$234K ﹤0.01%
+2,815
939
$234K ﹤0.01%
+8,987
940
$232K ﹤0.01%
34,299
-1,457
941
$231K ﹤0.01%
+2,275
942
$230K ﹤0.01%
2,343
-187
943
$229K ﹤0.01%
3,843
-1,184
944
$229K ﹤0.01%
+4,575
945
$228K ﹤0.01%
+3,875
946
$227K ﹤0.01%
+788
947
$227K ﹤0.01%
2,082
-88
948
$225K ﹤0.01%
3,491
+23
949
$225K ﹤0.01%
9,718
-5,100
950
$225K ﹤0.01%
+4,049
36 37
38
39 40