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
576
$1.54M 0.01%
123,038
+12,151
577
$1.54M 0.01%
22,287
-1,075
578
$1.53M 0.01%
55,926
+3,637
579
$1.53M 0.01%
22,176
+5,759
580
$1.53M 0.01%
15,952
-544
581
$1.53M 0.01%
400
-16
582
$1.52M 0.01%
11,272
+216
583
$1.52M 0.01%
823
+3
584
$1.52M 0.01%
19,820
+707
585
$1.51M 0.01%
15,439
+170
586
$1.51M 0.01%
128,156
+43,313
587
$1.5M 0.01%
6,340
-1,769
588
$1.49M 0.01%
64,181
589
$1.49M 0.01%
5,814
-162
590
$1.48M 0.01%
247,782
-300
591
$1.48M 0.01%
5,967
+1,782
592
$1.47M 0.01%
17,919
+212
593
$1.47M 0.01%
+82,451
594
$1.47M 0.01%
137,337
+15,280
595
$1.47M 0.01%
39,018
+2,699
596
$1.46M 0.01%
116,600
597
$1.45M 0.01%
32,591
+1,126
598
$1.45M 0.01%
36,188
+7,006
599
$1.45M 0.01%
27,919
+4,462
600
$1.44M 0.01%
5,375
+586
22 23
24
25 26