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
ALB icon
1251
Albemarle
ALB
$14.9B
$268K ﹤0.01%
4,250
-2,917
SDOG icon
1252
ALPS Sector Dividend Dogs ETF
SDOG
$1.25B
$267K ﹤0.01%
4,638
ALLY icon
1253
Ally Financial
ALLY
$12.9B
$266K ﹤0.01%
6,821
+180
BAX icon
1254
Baxter International
BAX
$9.71B
$265K ﹤0.01%
8,712
-5,031
MUR icon
1255
Murphy Oil
MUR
$4.7B
$265K ﹤0.01%
11,784
+935
BINC icon
1256
BlackRock Flexible Income ETF
BINC
$14.3B
$264K ﹤0.01%
5,001
+390
RSPM icon
1257
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$148M
$263K ﹤0.01%
8,128
-962
WWW icon
1258
Wolverine World Wide
WWW
$1.43B
$263K ﹤0.01%
+14,545
VONE icon
1259
Vanguard Russell 1000 ETF
VONE
$7.15B
$263K ﹤0.01%
935
+1
KAR icon
1260
Openlane
KAR
$2.77B
$262K ﹤0.01%
10,735
-3,891
DFIN icon
1261
Donnelley Financial Solutions
DFIN
$1.3B
$262K ﹤0.01%
+4,245
ATGE icon
1262
Adtalem Global Education
ATGE
$3.43B
$261K ﹤0.01%
+2,051
PCG icon
1263
PG&E
PCG
$33.5B
$260K ﹤0.01%
18,618
-19,411
VTWG icon
1264
Vanguard Russell 2000 Growth ETF
VTWG
$1.13B
$260K ﹤0.01%
1,245
+2
DKS icon
1265
Dick's Sporting Goods
DKS
$20.4B
$259K ﹤0.01%
1,307
+130
AVA icon
1266
Avista
AVA
$3.2B
$258K ﹤0.01%
+6,801
LAZR icon
1267
Luminar Technologies
LAZR
$68.4M
$258K ﹤0.01%
89,844
+666
ELF icon
1268
e.l.f. Beauty
ELF
$4.79B
$257K ﹤0.01%
+2,063
SAN icon
1269
Banco Santander
SAN
$161B
$257K ﹤0.01%
30,923
-882
PHG icon
1270
Philips
PHG
$26.7B
$256K ﹤0.01%
10,684
-801
FTDR icon
1271
Frontdoor
FTDR
$3.79B
$256K ﹤0.01%
4,336
-1,679
IMCR icon
1272
Immunocore
IMCR
$1.91B
$255K ﹤0.01%
+8,126
ASTH icon
1273
Astrana Health
ASTH
$1.15B
$254K ﹤0.01%
10,212
+170
RSPC icon
1274
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$74.1M
$252K ﹤0.01%
6,595
+592
FELV icon
1275
Fidelity Enhanced Large Cap Value ETF
FELV
$2.51B
$252K ﹤0.01%
7,941
-433
49 50
51
52 53