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
$1.29B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$12.2M
3
+$8.33M
4
QDEF icon
FlexShares Quality Dividend Defensive Index Fund
QDEF
+$6.38M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$6.25M

Top Sells

1
+$1.77B
2
+$15.2M
3
+$14M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$7.21M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 7.91%
2 Real Estate 5.72%
3 Healthcare 4.55%
4 Financials 4.25%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.09M 0.06%
3,080
+141
177
$1.07M 0.05%
6,349
+465
178
$1.07M 0.05%
6,519
+656
179
$1.07M 0.05%
26,961
+1,452
180
$1.06M 0.05%
244,800
-5,600
181
$1.05M 0.05%
39,350
+5,410
182
$1.04M 0.05%
8,205
-77
183
$1.03M 0.05%
5,265
-431
184
$1.03M 0.05%
18,728
+10,377
185
$1.02M 0.05%
37,838
+3,155
186
$1.01M 0.05%
10,797
+303
187
$1.01M 0.05%
2,589
-129
188
$1M 0.05%
13,243
+264
189
$981K 0.05%
17,638
+5,621
190
$978K 0.05%
16,253
-357
191
$976K 0.05%
10,833
-168,285
192
$970K 0.05%
46,020
-469
193
$966K 0.05%
4,992
-123
194
$965K 0.05%
42,715
+18,796
195
$959K 0.05%
61,681
+5,352
196
$958K 0.05%
17,188
+4,815
197
$948K 0.05%
30,000
+14,926
198
$946K 0.05%
9,304
+337
199
$944K 0.05%
10,554
+205
200
$940K 0.05%
20,406
-2,392
6 7
8
9 10