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
1001
$120K ﹤0.01%
+20,000
1002
$112K ﹤0.01%
1,620
-349
1003
$109K ﹤0.01%
+10,003
1004
$104K ﹤0.01%
+591
1005
$98.4K ﹤0.01%
+12,100
1006
$83.7K ﹤0.01%
25,661
-5,646
1007
$68.7K ﹤0.01%
+15,000
1008
$65.7K ﹤0.01%
10,593
+30
1009
$65.7K ﹤0.01%
10,291
-1,034
1010
$59.7K ﹤0.01%
3,682
1011
$53.4K ﹤0.01%
10,418
1012
$51.9K ﹤0.01%
+18,585
1013
$47.6K ﹤0.01%
10,100
1014
$43.3K ﹤0.01%
27,769
-25
1015
$42.8K ﹤0.01%
36,935
+1,627
1016
$40.2K ﹤0.01%
1,689
-400
1017
$37.1K ﹤0.01%
15,408
1018
$31.1K ﹤0.01%
15,554
1019
$28.5K ﹤0.01%
4,667
1020
$27.6K ﹤0.01%
+18,779
1021
$27K ﹤0.01%
73,044
-1
1022
$26.2K ﹤0.01%
+11,923
1023
$25.1K ﹤0.01%
21,442
+12,218
1024
$21.4K ﹤0.01%
60,710
1025
$19.4K ﹤0.01%
+14,813
39 40
41
42 43