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
976
$204K ﹤0.01%
6,312
-1,205
977
$204K ﹤0.01%
2,140
-466
978
$202K ﹤0.01%
13,183
-4,732
979
$202K ﹤0.01%
+3,839
980
$201K ﹤0.01%
+4,039
981
$200K ﹤0.01%
+1,245
982
$200K ﹤0.01%
10,500
983
$189K ﹤0.01%
10,052
+1,879
984
$178K ﹤0.01%
37,553
+12,913
985
$174K ﹤0.01%
17,513
-25,923
986
$171K ﹤0.01%
10,438
987
$169K ﹤0.01%
+267
988
$167K ﹤0.01%
+22,503
989
$167K ﹤0.01%
+42,028
990
$164K ﹤0.01%
+20,000
991
$155K ﹤0.01%
13,333
-200
992
$151K ﹤0.01%
13,026
993
$151K ﹤0.01%
11,204
-23
994
$148K ﹤0.01%
38,051
995
$144K ﹤0.01%
+12,112
996
$138K ﹤0.01%
+19,072
997
$135K ﹤0.01%
+10,000
998
$134K ﹤0.01%
+11,925
999
$124K ﹤0.01%
16,514
-262
1000
$124K ﹤0.01%
27,127
38 39
40
41 42