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
$578M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.9M
3
+$6.64M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.78M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.76M

Top Sells

1
+$137M
2
+$14.1M
3
+$4.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.21M

Sector Composition

1 Technology 8.72%
2 Communication Services 5.51%
3 Financials 5.17%
4 Healthcare 3.39%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.28%
69,089
+14,060
52
$2.06M 0.28%
12,892
+885
53
$2.04M 0.28%
112,855
+857
54
$1.98M 0.27%
342,320
+124,960
55
$1.9M 0.26%
56,551
+13,714
56
$1.74M 0.24%
+16,084
57
$1.74M 0.24%
21,940
+5,541
58
$1.69M 0.23%
8,463
+836
59
$1.64M 0.22%
16,304
-2,096
60
$1.58M 0.22%
8,897
+4,346
61
$1.58M 0.22%
4,817
+840
62
$1.54M 0.21%
9,881
+4,218
63
$1.51M 0.21%
11,269
+1,478
64
$1.49M 0.2%
12,491
+1,624
65
$1.49M 0.2%
45,244
+18,882
66
$1.49M 0.2%
24,777
+19,813
67
$1.47M 0.2%
66,670
-8,480
68
$1.46M 0.2%
7,969
+801
69
$1.45M 0.2%
18,798
+1,301
70
$1.43M 0.2%
6,608
+3,410
71
$1.43M 0.2%
53,028
+10,927
72
$1.35M 0.18%
11,812
+1,277
73
$1.29M 0.18%
26,964
+2,095
74
$1.27M 0.17%
+43,090
75
$1.26M 0.17%
11,576
+2,851
1 2
3
4 5