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
201
$5.32M 0.04%
56,722
-5,408
202
$5.3M 0.04%
18,735
+2,684
203
$5.29M 0.04%
24,603
-2,412
204
$5.27M 0.04%
34,562
+1,732
205
$5.26M 0.04%
61,553
+8,125
206
$5.25M 0.04%
160,530
-465
207
$5.24M 0.04%
52,029
+34,728
208
– –
0
209
$5.18M 0.04%
217,727
+15,565
210
$5.12M 0.04%
111,100
+14,774
211
$4.96M 0.04%
74,347
-6,100
212
$4.94M 0.04%
142,938
-1,856
213
$4.94M 0.04%
23,787
+4,176
214
$4.94M 0.04%
130,486
+2,146
215
$4.88M 0.03%
114,434
-117,059
216
$4.85M 0.03%
19,557
+11,575
217
$4.85M 0.03%
+400,000
218
$4.84M 0.03%
213,860
-2,966
219
$4.84M 0.03%
241,764
+350
220
$4.83M 0.03%
302,960
-5,710
221
$4.82M 0.03%
163,900
+24,470
222
$4.82M 0.03%
47,778
+40,643
223
$4.67M 0.03%
51,607
+7,726
224
$4.61M 0.03%
36,561
+13,439
225
$4.58M 0.03%
10,047
+489
7 8
9
10 11