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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$67.2M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
NVDA icon
NVIDIA
NVDA
+$43.3M

Top Sells

1
+$46.8M
2
+$46.7M
3
+$40.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$25.8M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23M

Sector Composition

1 Technology 16.5%
2 Financials 4.19%
3 Healthcare 4.08%
4 Consumer Discretionary 3.83%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.85M 0.01%
53,546
-2,506
452
$1.84M 0.01%
30,692
-382
453
$1.83M 0.01%
26,691
+14,949
454
$1.81M 0.01%
27,846
+9,691
455
$1.81M 0.01%
67,913
+19,170
456
$1.81M 0.01%
+15,255
457
$1.81M 0.01%
51,811
-37,951
458
$1.81M 0.01%
43,880
-5,782
459
$1.8M 0.01%
22,447
+2,427
460
$1.79M 0.01%
6,614
-25,958
461
$1.78M 0.01%
10,937
+53
462
$1.78M 0.01%
19,556
+387
463
$1.78M 0.01%
924,651
+919,484
464
$1.76M 0.01%
17,042
+4,908
465
$1.75M 0.01%
129,699
+40,520
466
$1.75M 0.01%
165,374
-5,948
467
$1.74M 0.01%
48,636
+4,683
468
$1.74M 0.01%
15,097
+969
469
$1.73M 0.01%
13,360
-1,389
470
$1.73M 0.01%
132,003
-1,683
471
$1.72M 0.01%
246,312
472
$1.72M 0.01%
46,094
+7,730
473
$1.71M 0.01%
16,822
-120
474
$1.71M 0.01%
37,392
-5
475
$1.7M 0.01%
6,860
-399
17 18
19
20 21