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
101
$14.6M 0.1%
398,446
-4,706
102
$14.4M 0.1%
264,558
+4,568
103
$14.3M 0.1%
67,629
-2,173
104
$14.3M 0.1%
125,098
+20,441
105
$14.2M 0.1%
270,222
-179,016
106
$14.1M 0.1%
140,181
+5,686
107
$14.1M 0.1%
57,462
+5,069
108
$14M 0.1%
395,992
+30,093
109
$13.9M 0.1%
186,816
+9,931
110
$13.9M 0.1%
139,183
-18,227
111
$13.6M 0.1%
61,624
+19,066
112
$13.5M 0.1%
268,185
-3,426
113
$13.5M 0.1%
28,106
+1,669
114
$13.3M 0.1%
152,413
+37,683
115
$13.3M 0.09%
206,190
+14,150
116
$13.2M 0.09%
111,306
+9,920
117
$13.2M 0.09%
42,828
-3,109
118
$12.8M 0.09%
42,852
-4,042
119
$12.8M 0.09%
63,587
+10,715
120
$12.8M 0.09%
78,527
+36,527
121
$12.6M 0.09%
127,668
+7,188
122
$12.6M 0.09%
18,268
+1,976
123
$12.6M 0.09%
132,647
+55,072
124
$12.6M 0.09%
22,364
+625
125
$12.4M 0.09%
139,006
+7,643
3 4
5
6 7