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
ROL icon
951
Rollins
ROL
$29.2B
$576K ﹤0.01%
10,208
-2,586
FDS icon
952
Factset
FDS
$10.4B
$574K ﹤0.01%
1,282
-1,212
STE icon
953
Steris
STE
$25.5B
$574K ﹤0.01%
2,388
+1,040
STLD icon
954
Steel Dynamics
STLD
$25B
$573K ﹤0.01%
4,456
-10,435
GSK icon
955
GSK
GSK
$98.8B
$572K ﹤0.01%
14,738
+670
BSMR icon
956
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$296M
$571K ﹤0.01%
24,312
+3,700
IQV icon
957
IQVIA
IQV
$38.7B
$570K ﹤0.01%
3,615
-532
IYF icon
958
iShares US Financials ETF
IYF
$4.18B
$567K ﹤0.01%
4,688
EWZ icon
959
iShares MSCI Brazil ETF
EWZ
$6.71B
$565K ﹤0.01%
+19,582
COM icon
960
Direxion Auspice Broad Commodity Strategy ETF
COM
$178M
$563K ﹤0.01%
20,365
-9,543
VRSK icon
961
Verisk Analytics
VRSK
$31.3B
$561K ﹤0.01%
1,800
+64
SGOL icon
962
abrdn Physical Gold Shares ETF
SGOL
$7.11B
$560K ﹤0.01%
17,742
+320
DGX icon
963
Quest Diagnostics
DGX
$20.3B
$559K ﹤0.01%
3,112
-401
VGLT icon
964
Vanguard Long-Term Treasury ETF
VGLT
$9.87B
$559K ﹤0.01%
+9,952
CRH icon
965
CRH
CRH
$81.2B
$555K ﹤0.01%
6,040
+2,870
TECL icon
966
Direxion Daily Technology Bull 3x Shares
TECL
$4.29B
$554K ﹤0.01%
5,904
-2,496
ISCG icon
967
iShares Morningstar Small-Cap Growth ETF
ISCG
$803M
$551K ﹤0.01%
11,074
+18
WCN icon
968
Waste Connections
WCN
$44.6B
$551K ﹤0.01%
2,949
+61
CELH icon
969
Celsius Holdings
CELH
$10.8B
$550K ﹤0.01%
11,857
-2,726
IMNM icon
970
Immunome
IMNM
$1.78B
$549K ﹤0.01%
59,085
+6,085
RSPD icon
971
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$213M
$548K ﹤0.01%
10,302
-569
BLDR icon
972
Builders FirstSource
BLDR
$12.7B
$546K ﹤0.01%
4,676
-10
VOOG icon
973
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$536K ﹤0.01%
1,351
-28
LB
974
LandBridge Co
LB
$1.68B
$535K ﹤0.01%
7,910
-1,000
SOLV icon
975
Solventum
SOLV
$14.8B
$534K ﹤0.01%
7,036
-171
37 38
39
40 41