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
151
$8.8M 0.06%
39,656
+1,594
152
$8.8M 0.06%
261,043
-586,741
153
$8.58M 0.06%
57,502
+5,371
154
$8.51M 0.06%
33,453
-425
155
$8.44M 0.06%
28,177
+17,143
156
$8.42M 0.06%
53,369
-4,917
157
$8.38M 0.06%
405,864
+156,822
158
$8.19M 0.06%
163,496
-11,186
159
$8M 0.06%
70,753
-1,187
160
$7.93M 0.06%
154,170
-5,348
161
$7.87M 0.06%
80,584
+60,067
162
$7.71M 0.06%
842,478
163
$7.64M 0.05%
70,205
+1,455
164
$7.49M 0.05%
55,539
+5,731
165
$7.39M 0.05%
53,529
+4,266
166
$7.39M 0.05%
257,580
-18,101
167
$7.39M 0.05%
15,366
+210
168
$7.33M 0.05%
140,165
+49,855
169
$7.16M 0.05%
142,712
+40,211
170
$7.05M 0.05%
62,261
+36,198
171
$7.01M 0.05%
188,444
-1,984
172
$7M 0.05%
27,996
-378
173
$6.92M 0.05%
45,468
+3,626
174
$6.84M 0.05%
93,622
+73,880
175
$6.71M 0.05%
34,861
+3,536
5 6
7
8 9