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
$17B
AUM Growth
+$956M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$910M
2
+$561M
3
+$94.7M
4
AAPL icon
Apple
AAPL
+$81.6M
5
MSFT icon
Microsoft
MSFT
+$77.5M

Top Sells

1
+$158M
2
+$75M
3
+$59M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$46.5M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$46.2M

Sector Composition

1 Technology 15.16%
2 Financials 4.97%
3 Healthcare 3.8%
4 Consumer Discretionary 3.5%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.86M 0.01%
16,120
-58
527
$1.85M 0.01%
37,264
-11
528
$1.83M 0.01%
12,325
-291
529
$1.83M 0.01%
42,644
+32
530
$1.82M 0.01%
8,224
-1,987
531
$1.81M 0.01%
78,069
-26,236
532
$1.81M 0.01%
72,385
+63,305
533
$1.81M 0.01%
33,755
+210
534
$1.8M 0.01%
6,469
-1,033
535
$1.8M 0.01%
21,740
-4,637
536
$1.79M 0.01%
25,487
+2,815
537
$1.79M 0.01%
6,594
+4,479
538
$1.79M 0.01%
116,248
-8,310
539
$1.78M 0.01%
20,047
+1,185
540
$1.76M 0.01%
33,268
-7,038
541
$1.76M 0.01%
176,289
542
$1.76M 0.01%
61,126
+8,414
543
$1.76M 0.01%
70,939
+11,578
544
$1.75M 0.01%
15,566
+12,417
545
$1.75M 0.01%
21,996
-406
546
$1.75M 0.01%
38,052
+4,122
547
$1.75M 0.01%
246,312
548
$1.74M 0.01%
13,534
+6,837
549
$1.73M 0.01%
22,678
+2,148
550
$1.73M 0.01%
21,866
+2,316
20 21
22
23 24