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
$19.1B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$75M
3
+$61.7M
4
AAPL icon
Apple
AAPL
+$50.5M
5
AMZN icon
Amazon
AMZN
+$45.1M

Top Sells

1
+$2.11B
2
+$736M
3
+$66.7M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$66.5M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$66.4M

Sector Composition

1 Technology 17.48%
2 Financials 4.93%
3 Consumer Discretionary 3.76%
4 Communication Services 3.48%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RBLX icon
801
Roblox
RBLX
$64.6B
$897K ﹤0.01%
8,529
+106
PODD icon
802
Insulet
PODD
$21.6B
$891K ﹤0.01%
2,835
-522
WTRG icon
803
Essential Utilities
WTRG
$11B
$890K ﹤0.01%
23,967
-3,183
ING icon
804
ING
ING
$76.5B
$888K ﹤0.01%
40,616
+6,379
NUMG icon
805
Nuveen ESG Mid-Cap Growth ETF
NUMG
$394M
$885K ﹤0.01%
18,270
-4,361
PHYS icon
806
Sprott Physical Gold
PHYS
$15.5B
$883K ﹤0.01%
34,843
-1,940
DIVI icon
807
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.98B
$883K ﹤0.01%
24,781
+4,492
LNT icon
808
Alliant Energy
LNT
$17.1B
$882K ﹤0.01%
14,579
-7,267
QYLD icon
809
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.06B
$881K ﹤0.01%
52,701
+13,744
OLED icon
810
Universal Display
OLED
$5.82B
$879K ﹤0.01%
5,688
+419
RPM icon
811
RPM International
RPM
$13.6B
$878K ﹤0.01%
+7,995
PNW icon
812
Pinnacle West Capital
PNW
$10.6B
$876K ﹤0.01%
+9,790
MFIC icon
813
MidCap Financial Investment
MFIC
$1.14B
$873K ﹤0.01%
69,158
+8,306
RELY icon
814
Remitly
RELY
$2.78B
$871K ﹤0.01%
46,422
-4,088
LDP icon
815
Cohen & Steers Duration Preferred & Income Fund
LDP
$622M
$868K ﹤0.01%
41,390
BSMP icon
816
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$189M
$868K ﹤0.01%
35,354
GPN icon
817
Global Payments
GPN
$18.9B
$863K ﹤0.01%
10,780
-408
PAR icon
818
PAR Technology
PAR
$1.42B
$860K ﹤0.01%
+12,396
ASTS icon
819
AST SpaceMobile
ASTS
$17.1B
$859K ﹤0.01%
18,375
+458
ANSS
820
DELISTED
Ansys
ANSS
$857K ﹤0.01%
2,439
+83
HSIC icon
821
Henry Schein
HSIC
$8.58B
$854K ﹤0.01%
11,689
-275
MTB icon
822
M&T Bank
MTB
$30.1B
$850K ﹤0.01%
4,382
-169
RSPF icon
823
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$303M
$849K ﹤0.01%
11,151
-1,203
AGNG icon
824
Global X Aging Population ETF
AGNG
$79.1M
$846K ﹤0.01%
26,389
-11,713
EFC
825
Ellington Financial
EFC
$1.47B
$842K ﹤0.01%
64,193
+2,448
31 32
33
34 35