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 icon
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
151
$16.9M 0.08%
21,283
-434
152
$16.9M 0.08%
12,763
+15
153
$16.8M 0.08%
201,574
-73,736
154
$16.6M 0.07%
17,561
+5,117
155
$16.6M 0.07%
34,232
+2,626
156
$16.6M 0.07%
80,674
+28,166
157
$16.5M 0.07%
584,696
-1,076
158
$16.4M 0.07%
760,179
-33,690
159
$16.2M 0.07%
32,480
+8,019
160
$16.2M 0.07%
94,791
-1,306
161
$15.7M 0.07%
87,607
+21,626
162
$15.7M 0.07%
259,063
-19,668
163
$15.7M 0.07%
128,875
-149
164
$15.7M 0.07%
142,206
+2,012
165
$15.2M 0.07%
46,641
+4,762
166
$15.2M 0.07%
154,679
+27,190
167
$14.9M 0.07%
211,866
+38,463
168
$14.9M 0.07%
56,261
+2,862
169
$14.8M 0.07%
21,775
+2,943
170
$14.8M 0.07%
290,330
+178,678
171
$14.7M 0.07%
710,685
-173,992
172
$14.7M 0.07%
222,190
+2,372
173
$14.6M 0.07%
60,003
-3,420
174
$14.6M 0.07%
291,676
-331,840
175
$14.3M 0.06%
95,604
+6,825
5 6
7
8 9