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
176
$6.64M 0.05%
228,466
-8,402
177
$6.57M 0.05%
47,269
-1,660
178
$6.52M 0.05%
53,836
-6,561
179
$6.42M 0.05%
76,685
+29,421
180
$6.37M 0.05%
26,150
+3,121
181
$6.36M 0.05%
91,890
+7,320
182
$6.22M 0.04%
206,670
-93,451
183
$6.2M 0.04%
50,593
-43,113
184
$6.09M 0.04%
69,090
+10,104
185
$6.05M 0.04%
17,192
-7,087
186
$6.03M 0.04%
89,305
+14,395
187
$5.95M 0.04%
33,188
+3,338
188
$5.94M 0.04%
84,596
+11,850
189
$5.94M 0.04%
73,133
-329,302
190
$5.9M 0.04%
32,438
-985
191
$5.87M 0.04%
60,815
-1,543
192
$5.83M 0.04%
512,560
-37,774
193
$5.61M 0.04%
14,708
-426
194
$5.59M 0.04%
45,577
+4,048
195
$5.54M 0.04%
56,799
-25,707
196
$5.49M 0.04%
30,807
+3,861
197
$5.43M 0.04%
25,709
-21,208
198
$5.38M 0.04%
30,909
+7,551
199
$5.36M 0.04%
71,353
-6,885
200
$5.33M 0.04%
230,233
+11,339
6 7
8
9 10