Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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
Technology Select Sector SPDR Fund
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
1
$1.21B 8.64%
58,866,179
+11,816,295
2
$853M 6.09%
1,923,972
+158,827
3
$491M 3.51%
24,414,699
+12,021,494
4
$432M 3.08%
2,226,015
+26,814
5
$202M 1.44%
594,063
+41,863
6
$197M 1.41%
1,511,499
-17,762
7
$189M 1.35%
8,932,119
-625,950
8
$130M 0.92%
1,838,850
+406,209
9
$128M 0.91%
792,047
-85,267
10
$115M 0.82%
885,842
+61,722
11
$115M 0.82%
2,714,690
+7,980
12
$111M 0.79%
1,128,491
+6,573
13
$101M 0.72%
1,599,797
+87,899
14
$91.8M 0.66%
225,438
+3,460
15
$88.5M 0.63%
1,879,995
+352,680
16
$78.1M 0.56%
1,691,796
+265,753
17
$76.8M 0.55%
1,046,913
+29,757
18
$71.8M 0.51%
1,262,489
+89,264
19
$68.2M 0.49%
152,946
+15,284
20
$65.1M 0.46%
295,560
+2,956
21
$56.4M 0.4%
1,402,001
+137,564
22
$52.5M 0.37%
434,149
+26,650
23
$51M 0.36%
194,985
+20,772
24
$51M 0.36%
293,362
+182,528
25
$49.9M 0.36%
103,786
+4,127
1
2 3 4 5