Lido Advisors

Lido Advisors Portfolio holdings

AUM $19.1B
1-Year Est. Return 10.87%
This Quarter Est. Return
1 Year Est. Return
+10.87%
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 icon
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
VTV icon
76
Vanguard Value ETF
VTV
$146B
$36.3M 0.16%
210,150
+1,814
VEA icon
77
Vanguard FTSE Developed Markets ETF
VEA
$178B
$36.1M 0.16%
709,719
-57,751
ADBE icon
78
Adobe
ADBE
$138B
$35.4M 0.16%
92,251
+8,681
DPZ icon
79
Domino's
DPZ
$14.1B
$33.9M 0.15%
73,816
+2,147
CRM icon
80
Salesforce
CRM
$234B
$32M 0.14%
119,420
+10,499
AMAT icon
81
Applied Materials
AMAT
$181B
$31.8M 0.14%
219,467
+59,604
PG icon
82
Procter & Gamble
PG
$350B
$31.7M 0.14%
186,038
-147,358
FREL icon
83
Fidelity MSCI Real Estate Index ETF
FREL
$1.05B
$31.7M 0.14%
1,153,327
-54,424
VYM icon
84
Vanguard High Dividend Yield ETF
VYM
$64.6B
$30.5M 0.14%
236,846
+16,225
VO icon
85
Vanguard Mid-Cap ETF
VO
$87.4B
$30.4M 0.14%
117,648
+10,953
IWM icon
86
iShares Russell 2000 ETF
IWM
$70.3B
$30.3M 0.14%
152,012
-9,939
ORCL icon
87
Oracle
ORCL
$892B
$29.9M 0.13%
213,773
+79,716
XLU icon
88
Utilities Select Sector SPDR Fund
XLU
$22.5B
$29.4M 0.13%
373,153
+101,404
IJR icon
89
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$29.3M 0.13%
279,803
-7,775
XLK icon
90
Technology Select Sector SPDR Fund
XLK
$93.5B
$28.8M 0.13%
139,569
+18,208
PFFD icon
91
Global X US Preferred ETF
PFFD
$2.33B
$28.4M 0.13%
1,492,124
+142,302
ISRG icon
92
Intuitive Surgical
ISRG
$156B
$28.4M 0.13%
57,309
+4,164
AMT icon
93
American Tower
AMT
$89.7B
$28.1M 0.13%
129,220
+12,322
IEI icon
94
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$28.1M 0.13%
237,521
-82,573
QCOM icon
95
Qualcomm
QCOM
$177B
$27.7M 0.12%
180,332
-96,969
VXF icon
96
Vanguard Extended Market ETF
VXF
$24.4B
$27.3M 0.12%
158,297
-4,343
PLTR icon
97
Palantir
PLTR
$423B
$27M 0.12%
319,403
-45,088
IWD icon
98
iShares Russell 1000 Value ETF
IWD
$64.1B
$26.8M 0.12%
142,547
+364
WTV icon
99
WisdomTree US Value Fund
WTV
$1.72B
$26.6M 0.12%
323,200
+143,267
FMAT icon
100
Fidelity MSCI Materials Index ETF
FMAT
$425M
$26.4M 0.12%
546,395
+20,108
2 3
4
5 6