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
USMF icon
76
WisdomTree US Multifactor Fund
USMF
$379M
$40.7M 0.16%
793,086
-32,116
MO icon
77
Altria Group
MO
$98.1B
$39.6M 0.15%
662,910
-49,772
IWB icon
78
iShares Russell 1000 ETF
IWB
$45.5B
$39.2M 0.15%
115,293
+87,386
MGK icon
79
Vanguard Mega Cap Growth ETF
MGK
$32.5B
$38.6M 0.15%
105,294
+98,941
ADBE icon
80
Adobe
ADBE
$137B
$37.9M 0.15%
98,072
+5,821
XLF icon
81
State Street Financial Select Sector SPDR ETF
XLF
$52.5B
$37.8M 0.15%
720,983
-16,562
IWD icon
82
iShares Russell 1000 Value ETF
IWD
$68.2B
$37M 0.14%
190,246
+47,699
FENY icon
83
Fidelity MSCI Energy Index ETF
FENY
$1.34B
$36.6M 0.14%
1,561,825
+64,451
VO icon
84
Vanguard Mid-Cap ETF
VO
$89.4B
$35.9M 0.14%
128,005
+10,357
AMAT icon
85
Applied Materials
AMAT
$214B
$35.3M 0.14%
192,552
-26,915
LRCX icon
86
Lam Research
LRCX
$201B
$35.2M 0.14%
361,014
+86,524
IWM icon
87
iShares Russell 2000 ETF
IWM
$72.4B
$34.9M 0.14%
161,850
+9,838
CRM icon
88
Salesforce
CRM
$227B
$34.8M 0.14%
127,482
+8,062
ADI icon
89
Analog Devices
ADI
$136B
$34.8M 0.14%
146,009
+24,349
CSCO icon
90
Cisco
CSCO
$307B
$34.7M 0.14%
499,765
+84,687
RTX icon
91
RTX Corp
RTX
$226B
$34.5M 0.13%
236,598
+51,225
ISRG icon
92
Intuitive Surgical
ISRG
$202B
$34.1M 0.13%
62,773
+5,464
PG icon
93
Procter & Gamble
PG
$343B
$33.5M 0.13%
210,275
+24,237
FREL icon
94
Fidelity MSCI Real Estate Index ETF
FREL
$1.09B
$33M 0.13%
1,221,408
+68,081
NOW icon
95
ServiceNow
NOW
$173B
$31.3M 0.12%
30,489
+9,206
VYM icon
96
Vanguard High Dividend Yield ETF
VYM
$68.1B
$30.6M 0.12%
229,488
-7,358
ABT icon
97
Abbott
ABT
$218B
$30.4M 0.12%
223,507
+55,335
FUTY icon
98
Fidelity MSCI Utilities Index ETF
FUTY
$2.16B
$30.2M 0.12%
574,513
+61,484
XLU icon
99
State Street Utilities Select Sector SPDR ETF
XLU
$21.7B
$29.8M 0.12%
364,522
-8,631
VXF icon
100
Vanguard Extended Market ETF
VXF
$25B
$29.2M 0.11%
151,694
-6,603
2 3
4
5 6