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
$19.1B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$75M
3
+$61.7M
4
AAPL icon
Apple
AAPL
+$50.5M
5
AMZN icon
Amazon
AMZN
+$45.1M

Top Sells

1
+$2.11B
2
+$736M
3
+$66.7M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$66.5M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$66.4M

Sector Composition

1 Technology 17.48%
2 Financials 4.93%
3 Consumer Discretionary 3.76%
4 Communication Services 3.48%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWJ icon
251
iShares MSCI Japan ETF
EWJ
$15.7B
$9.04M 0.04%
120,603
+97,693
CRWD icon
252
CrowdStrike
CRWD
$132B
$8.99M 0.04%
17,647
-13,029
VAW icon
253
Vanguard Materials ETF
VAW
$2.78B
$8.99M 0.04%
46,118
+1,216
HDV icon
254
iShares Core High Dividend ETF
HDV
$11.8B
$8.96M 0.03%
76,453
+2,258
PSK icon
255
State Street SPDR ICE Preferred Securities ETF
PSK
$784M
$8.91M 0.03%
280,403
+68,369
FDVV icon
256
Fidelity High Dividend ETF
FDVV
$7.62B
$8.83M 0.03%
169,806
+147,107
SHOP icon
257
Shopify
SHOP
$208B
$8.67M 0.03%
75,131
+29,182
IJT icon
258
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.44B
$8.53M 0.03%
64,089
+2,742
XAR icon
259
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.4B
$8.49M 0.03%
40,249
+888
VLO icon
260
Valero Energy
VLO
$54B
$8.44M 0.03%
62,771
-928
EGUS icon
261
iShares ESG Aware MSCI USA Growth ETF
EGUS
$25.6M
$8.42M 0.03%
180,080
-130,646
ITW icon
262
Illinois Tool Works
ITW
$72.5B
$8.36M 0.03%
33,620
-1,261
IBMN
263
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$8.36M 0.03%
312,295
+35,002
SSO icon
264
ProShares Ultra S&P500
SSO
$7.26B
$8.23M 0.03%
168,122
+544
URTH icon
265
iShares MSCI World ETF
URTH
$6.59B
$8.23M 0.03%
48,589
+42,235
IBMO icon
266
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$551M
$8.18M 0.03%
319,096
+36,767
IBMP icon
267
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$584M
$8.02M 0.03%
316,178
+37,349
HOOD icon
268
Robinhood
HOOD
$120B
$7.97M 0.03%
85,075
+62,064
CMG icon
269
Chipotle Mexican Grill
CMG
$44.9B
$7.91M 0.03%
140,921
+12,584
EQIX icon
270
Equinix
EQIX
$71.9B
$7.83M 0.03%
9,839
+5,748
UPS icon
271
United Parcel Service
UPS
$83.3B
$7.83M 0.03%
77,527
-10,934
NOC icon
272
Northrop Grumman
NOC
$79B
$7.82M 0.03%
15,638
-134
GLW icon
273
Corning
GLW
$71.6B
$7.71M 0.03%
146,556
+1,004
SO icon
274
Southern Company
SO
$96.9B
$7.68M 0.03%
83,595
-1,347
XLE icon
275
State Street Energy Select Sector SPDR ETF
XLE
$27.7B
$7.61M 0.03%
89,711
-632
9 10
11
12 13