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
VIAV icon
1301
Viavi Solutions
VIAV
$3.91B
$235K ﹤0.01%
+23,385
AOD
1302
abrdn Total Dynamic Dividend Fund
AOD
$1.02B
$235K ﹤0.01%
26,525
+125
WKC icon
1303
World Kinect Corp
WKC
$1.32B
$234K ﹤0.01%
+8,268
AZZ icon
1304
AZZ Inc
AZZ
$3.18B
$234K ﹤0.01%
+2,478
ALSN icon
1305
Allison Transmission
ALSN
$7.53B
$234K ﹤0.01%
2,461
+70
GOAU icon
1306
US Global GO Gold and Precious Metal Miners ETF
GOAU
$177M
$234K ﹤0.01%
+7,964
ONB icon
1307
Old National Bancorp
ONB
$8.65B
$233K ﹤0.01%
+10,932
CRS icon
1308
Carpenter Technology
CRS
$15.5B
$233K ﹤0.01%
+843
WLY icon
1309
John Wiley & Sons Class A
WLY
$2.02B
$233K ﹤0.01%
+5,215
NGG icon
1310
National Grid
NGG
$75.9B
$232K ﹤0.01%
+3,044
AMG icon
1311
Affiliated Managers Group
AMG
$7.64B
$232K ﹤0.01%
+1,180
CCEP icon
1312
Coca-Cola Europacific Partners
CCEP
$41.2B
$231K ﹤0.01%
+2,494
ILMN icon
1313
Illumina
ILMN
$19.6B
$231K ﹤0.01%
+2,421
APPS icon
1314
Digital Turbine
APPS
$551M
$231K ﹤0.01%
39,130
-6,000
PENG
1315
Penguin Solutions Inc
PENG
$1.14B
$230K ﹤0.01%
+11,632
WTAI icon
1316
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$497M
$230K ﹤0.01%
+9,358
CNQ icon
1317
Canadian Natural Resources
CNQ
$71.1B
$229K ﹤0.01%
+7,265
SSNC icon
1318
SS&C Technologies
SSNC
$21.1B
$229K ﹤0.01%
2,760
+307
IVOV icon
1319
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.1B
$228K ﹤0.01%
2,386
ASB icon
1320
Associated Banc-Corp
ASB
$4.29B
$228K ﹤0.01%
+9,334
SPYI icon
1321
NEOS S&P 500 High Income ETF
SPYI
$6.25B
$227K ﹤0.01%
+4,518
ALC icon
1322
Alcon
ALC
$39.3B
$227K ﹤0.01%
2,573
-153
CENX icon
1323
Century Aluminum
CENX
$2.89B
$227K ﹤0.01%
+12,574
OKLO
1324
Oklo
OKLO
$15.1B
$226K ﹤0.01%
+4,040
LVS icon
1325
Las Vegas Sands
LVS
$45.2B
$226K ﹤0.01%
5,194
-25,734
51 52
53
54 55