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
76
$19.4M 0.14%
146,930
-8,886
77
$19.2M 0.14%
858,435
-194,886
78
$19.1M 0.14%
175,249
+14,558
79
$18.9M 0.13%
58,453
+7,062
80
$18.4M 0.13%
41,528
-41,705
81
$18.3M 0.13%
46,434
+2,890
82
$18.3M 0.13%
322,083
+272,825
83
$18.2M 0.13%
195,581
+44,778
84
$18.1M 0.13%
349,827
+2,414
85
$17.7M 0.13%
417,618
+27,674
86
$17.2M 0.12%
134,428
+23,084
87
$17M 0.12%
234,537
+11,598
88
$16.6M 0.12%
30,888
+2,885
89
$16.4M 0.12%
66,824
+23,351
90
$16.1M 0.11%
216,363
+4,878
91
$15.9M 0.11%
33,953
-2,027
92
$15.8M 0.11%
100,324
+3,269
93
$15.7M 0.11%
36,666
-2,814
94
$15.6M 0.11%
107,825
+2,701
95
$15.3M 0.11%
71,806
+747
96
$15.1M 0.11%
83,471
+11,486
97
$15.1M 0.11%
44,156
-172
98
$15M 0.11%
140,952
-17,101
99
$14.8M 0.11%
82,462
+6,411
100
$14.8M 0.11%
127,993
+6,187
2 3
4
5 6