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
951
$225K ﹤0.01%
+5,250
952
$224K ﹤0.01%
+1,809
953
$224K ﹤0.01%
15,005
954
$224K ﹤0.01%
1,657
-345
955
$224K ﹤0.01%
7,535
-38,620
956
$224K ﹤0.01%
+4,890
957
$223K ﹤0.01%
1,327
-237
958
$220K ﹤0.01%
+4,600
959
$220K ﹤0.01%
4,139
+241
960
$219K ﹤0.01%
2,372
-136
961
$219K ﹤0.01%
19,446
962
$217K ﹤0.01%
+2,816
963
$217K ﹤0.01%
+1,228
964
$216K ﹤0.01%
+1,291
965
$215K ﹤0.01%
+7,948
966
$215K ﹤0.01%
16,167
-3,114
967
$213K ﹤0.01%
+609
968
$213K ﹤0.01%
+6,044
969
$212K ﹤0.01%
4,250
970
$211K ﹤0.01%
4,769
-1,789
971
$211K ﹤0.01%
+739
972
$210K ﹤0.01%
17,296
-4,474
973
$209K ﹤0.01%
+5,105
974
$207K ﹤0.01%
+3,844
975
$205K ﹤0.01%
+6,085
37 38
39
40 41