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
$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
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
1126
$298K ﹤0.01%
1,899
1127
$296K ﹤0.01%
4,590
-26
1128
$296K ﹤0.01%
+1,558
1129
$296K ﹤0.01%
7,621
-123
1130
$295K ﹤0.01%
12,841
+35
1131
$294K ﹤0.01%
19,038
+468
1132
$294K ﹤0.01%
19,098
-66
1133
$293K ﹤0.01%
21,531
-2,105
1134
$291K ﹤0.01%
14,201
-632
1135
$291K ﹤0.01%
23,348
-1,592
1136
$290K ﹤0.01%
1,005
+7
1137
$290K ﹤0.01%
4,803
+126
1138
$290K ﹤0.01%
759
-48
1139
$290K ﹤0.01%
3,783
+266
1140
$289K ﹤0.01%
3,180
+49
1141
$289K ﹤0.01%
9,090
-1,410
1142
$288K ﹤0.01%
46,740
1143
$288K ﹤0.01%
5,559
+552
1144
$288K ﹤0.01%
33,013
-7,284
1145
$287K ﹤0.01%
13,570
-8,442
1146
$286K ﹤0.01%
4,971
-875
1147
$285K ﹤0.01%
+3,146
1148
$285K ﹤0.01%
15,054
1149
$282K ﹤0.01%
5,619
-5,462
1150
$282K ﹤0.01%
14,626
-432
44 45
46
47 48