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
$24.4B
AUM Growth
+$5.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,645
New
Increased
Reduced
Closed

Top Buys

1
+$479M
2
+$297M
3
+$201M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$200M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$147M

Top Sells

1
+$184M
2
+$76M
3
+$75.9M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$74.9M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$22.8M

Sector Composition

1 Technology 18.37%
2 Financials 4.95%
3 Consumer Discretionary 3.83%
4 Communication Services 3.8%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPT icon
1351
Camden Property Trust
CPT
$11.2B
$281K ﹤0.01%
2,602
-183
IGLB icon
1352
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.73B
$279K ﹤0.01%
5,418
-591
AZZ icon
1353
AZZ Inc
AZZ
$3.18B
$279K ﹤0.01%
2,556
+78
VBIL
1354
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$3.74B
$279K ﹤0.01%
+3,685
USIG icon
1355
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$278K ﹤0.01%
5,328
-3,204
PKG icon
1356
Packaging Corp of America
PKG
$17.8B
$278K ﹤0.01%
+1,269
KNSL icon
1357
Kinsale Capital Group
KNSL
$8.71B
$278K ﹤0.01%
653
+192
PAA icon
1358
Plains All American Pipeline
PAA
$12.5B
$277K ﹤0.01%
+16,222
REM icon
1359
iShares Mortgage Real Estate ETF
REM
$646M
$276K ﹤0.01%
12,579
-58
INDV icon
1360
Indivior
INDV
$4.25B
$276K ﹤0.01%
+11,452
ALLY icon
1361
Ally Financial
ALLY
$12.9B
$275K ﹤0.01%
7,005
+184
PKW icon
1362
Invesco BuyBack Achievers ETF
PKW
$1.51B
$274K ﹤0.01%
+2,066
OPTU
1363
Optimum Communications Inc
OPTU
$879M
$274K ﹤0.01%
113,509
+46
AFRM icon
1364
Affirm
AFRM
$23B
$273K ﹤0.01%
+3,735
MOH icon
1365
Molina Healthcare
MOH
$7.66B
$272K ﹤0.01%
1,419
-2,889
USFD icon
1366
US Foods
USFD
$16.9B
$272K ﹤0.01%
3,544
-246
YUMC icon
1367
Yum China
YUMC
$16.9B
$270K ﹤0.01%
6,301
-1,823
SWKS icon
1368
Skyworks Solutions
SWKS
$10.3B
$270K ﹤0.01%
+3,512
RSPC icon
1369
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$74.1M
$270K ﹤0.01%
6,543
-52
FELV icon
1370
Fidelity Enhanced Large Cap Value ETF
FELV
$2.51B
$270K ﹤0.01%
8,040
+99
GDDY icon
1371
GoDaddy
GDDY
$17.6B
$269K ﹤0.01%
1,962
-2,444
S icon
1372
SentinelOne
S
$5.68B
$267K ﹤0.01%
15,150
-2,625
QS icon
1373
QuantumScape
QS
$7.46B
$266K ﹤0.01%
+21,604
LZB icon
1374
La-Z-Boy
LZB
$1.65B
$266K ﹤0.01%
+7,752
VRP icon
1375
Invesco Variable Rate Preferred ETF
VRP
$2.31B
$266K ﹤0.01%
+10,751
53 54
55
56 57