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
$24.4B
AUM Growth
+$5.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,645
New
Increased
Reduced
Closed

Top Buys

1
+$479M
2
+$297M
3
+$201M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$200M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$147M

Top Sells

1
+$184M
2
+$76M
3
+$75.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$74.9M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$22.8M

Sector Composition

1 Technology 18.37%
2 Financials 4.95%
3 Consumer Discretionary 3.83%
4 Communication Services 3.8%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNSR icon
651
Global X Internet of Things ETF
SNSR
$205M
$1.82M 0.01%
46,641
-3,180
EAT icon
652
Brinker International
EAT
$6.33B
$1.79M 0.01%
14,103
-2,633
IBHI icon
653
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$310M
$1.79M 0.01%
74,894
-190
MPWR icon
654
Monolithic Power Systems
MPWR
$45.1B
$1.78M 0.01%
1,933
+649
AOR icon
655
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.02B
$1.78M 0.01%
27,596
+309
SPXL icon
656
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.2B
$1.77M 0.01%
8,349
-20
BRO icon
657
Brown & Brown
BRO
$27.4B
$1.77M 0.01%
18,823
+72
SCHH icon
658
Schwab US REIT ETF
SCHH
$8.39B
$1.76M 0.01%
+81,719
ARES icon
659
Ares Management
ARES
$36B
$1.76M 0.01%
11,019
+4,759
GTO icon
660
Invesco Total Return Bond ETF
GTO
$1.92B
$1.76M 0.01%
37,047
-5,070
XLRE icon
661
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.56B
$1.76M 0.01%
41,742
+29,952
MSCI icon
662
MSCI
MSCI
$41.3B
$1.73M 0.01%
3,049
+112
SRE icon
663
Sempra
SRE
$59B
$1.73M 0.01%
19,174
+2,231
HLT icon
664
Hilton Worldwide
HLT
$64.4B
$1.72M 0.01%
6,629
+156
AIG icon
665
American International
AIG
$41.6B
$1.72M 0.01%
21,836
+1,934
WAB icon
666
Wabtec
WAB
$36.4B
$1.71M 0.01%
8,537
+270
TEL icon
667
TE Connectivity
TEL
$67.8B
$1.71M 0.01%
7,790
-971
TWLO icon
668
Twilio
TWLO
$19.5B
$1.71M 0.01%
17,062
+864
MYN icon
669
BlackRock MuniYield New York Quality Fund
MYN
$389M
$1.71M 0.01%
170,989
SKYY icon
670
First Trust Cloud Computing ETF
SKYY
$3.09B
$1.7M 0.01%
12,628
+200
TTWO icon
671
Take-Two Interactive
TTWO
$44.8B
$1.69M 0.01%
6,525
+2,358
IYH icon
672
iShares US Healthcare ETF
IYH
$3.52B
$1.69M 0.01%
28,711
-738
EVRG icon
673
Evergy
EVRG
$17.1B
$1.68M 0.01%
22,108
+2,063
CCL icon
674
Carnival Corp
CCL
$34B
$1.68M 0.01%
58,113
+10,229
ROST icon
675
Ross Stores
ROST
$57.8B
$1.68M 0.01%
11,004
+1,576
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