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
NKE icon
376
Nike
NKE
$97B
$4.46M 0.02%
62,395
-1,595
FITB icon
377
Fifth Third Bancorp
FITB
$29.7B
$4.43M 0.02%
106,861
-147,752
NXPI icon
378
NXP Semiconductors
NXPI
$57.3B
$4.43M 0.02%
20,235
+366
BDX icon
379
Becton Dickinson
BDX
$55.2B
$4.43M 0.02%
25,707
+1,408
XSVN icon
380
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$185M
$4.43M 0.02%
92,480
+18,508
INDA icon
381
iShares MSCI India ETF
INDA
$9.39B
$4.4M 0.02%
79,061
+69,348
KYN icon
382
Kayne Anderson Energy Infrastructure Fund
KYN
$2.08B
$4.39M 0.02%
345,466
+4,972
VDE icon
383
Vanguard Energy ETF
VDE
$7.36B
$4.38M 0.02%
36,779
+2,107
SLB icon
384
SLB Ltd
SLB
$56.1B
$4.35M 0.02%
127,610
-90,507
SOXX icon
385
iShares Semiconductor ETF
SOXX
$17.4B
$4.32M 0.02%
18,077
+263
IBB icon
386
iShares Biotechnology ETF
IBB
$8.76B
$4.3M 0.02%
33,950
+133
AEP icon
387
American Electric Power
AEP
$63.1B
$4.29M 0.02%
41,297
+2,651
IWN icon
388
iShares Russell 2000 Value ETF
IWN
$11.9B
$4.24M 0.02%
26,855
+12,780
VXUS icon
389
Vanguard Total International Stock ETF
VXUS
$112B
$4.17M 0.02%
60,355
+16,575
DUOL icon
390
Duolingo
DUOL
$8.57B
$4.15M 0.02%
10,127
+10
IBHF icon
391
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.04B
$4.13M 0.02%
177,875
-13,876
KEYS icon
392
Keysight
KEYS
$35.4B
$4.12M 0.02%
25,116
-57
FBTC icon
393
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.3B
$4.11M 0.02%
43,714
+803
IBDX icon
394
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.35B
$4.06M 0.02%
160,433
+4,047
MDT icon
395
Medtronic
MDT
$131B
$4.04M 0.02%
46,010
-5,288
MGV icon
396
Vanguard Mega Cap Value ETF
MGV
$10.5B
$3.97M 0.02%
30,217
+16,683
EWU icon
397
iShares MSCI United Kingdom ETF
EWU
$2.77B
$3.97M 0.02%
+99,851
ITA icon
398
iShares US Aerospace & Defense ETF
ITA
$11.8B
$3.95M 0.02%
20,951
-305
AFL icon
399
Aflac
AFL
$57.1B
$3.9M 0.02%
36,957
-6,007
MNST icon
400
Monster Beverage
MNST
$72.3B
$3.88M 0.02%
62,018
-279
14 15
16
17 18