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
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
AORT icon
1451
Artivion
AORT
$2.06B
$222K ﹤0.01%
+5,235
NIO icon
1452
NIO
NIO
$11.9B
$221K ﹤0.01%
28,965
+238
RDVY icon
1453
First Trust Rising Dividend Achievers ETF
RDVY
$20B
$221K ﹤0.01%
+3,279
IBTJ icon
1454
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.08B
$220K ﹤0.01%
10,036
+37
IONQ icon
1455
IonQ
IONQ
$18B
$219K ﹤0.01%
+3,554
INSM icon
1456
Insmed
INSM
$34.4B
$218K ﹤0.01%
+1,512
SIVR icon
1457
abrdn Physical Silver Shares ETF
SIVR
$6.61B
$218K ﹤0.01%
+4,895
USHY icon
1458
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.7B
$218K ﹤0.01%
+5,762
PDD icon
1459
Pinduoduo
PDD
$152B
$217K ﹤0.01%
1,638
-995
SOXL icon
1460
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$15.1B
$213K ﹤0.01%
+6,125
BAM icon
1461
Brookfield Asset Management
BAM
$85.1B
$213K ﹤0.01%
+3,744
CRK icon
1462
Comstock Resources
CRK
$6.21B
$212K ﹤0.01%
10,693
-102
NWS icon
1463
News Corp Class B
NWS
$16.9B
$212K ﹤0.01%
6,107
+81
Z icon
1464
Zillow
Z
$16.6B
$212K ﹤0.01%
+2,746
CARG icon
1465
CarGurus
CARG
$3.26B
$212K ﹤0.01%
+5,684
DES icon
1466
WisdomTree US SmallCap Dividend Fund
DES
$1.95B
$211K ﹤0.01%
+6,273
XPO icon
1467
XPO
XPO
$17.7B
$211K ﹤0.01%
+1,632
CDE icon
1468
Coeur Mining
CDE
$14.5B
$211K ﹤0.01%
+11,241
NMFC icon
1469
New Mountain Finance
NMFC
$941M
$211K ﹤0.01%
21,841
-11,399
BITO icon
1470
ProShares Bitcoin Strategy ETF
BITO
$2.54B
$210K ﹤0.01%
10,673
+874
WYNN icon
1471
Wynn Resorts
WYNN
$11.9B
$209K ﹤0.01%
+1,626
BCS icon
1472
Barclays
BCS
$90.4B
$208K ﹤0.01%
+10,063
PRI icon
1473
Primerica
PRI
$8.49B
$207K ﹤0.01%
746
-49
CCAP icon
1474
Crescent Capital BDC
CCAP
$538M
$205K ﹤0.01%
13,975
MORT icon
1475
VanEck Mortgage REIT Income ETF
MORT
$408M
$205K ﹤0.01%
19,030
57 58
59
60 61