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
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$206M
3
+$204M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$118M

Top Sells

1
+$624M
2
+$221M
3
+$70.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$56.3M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$37.6M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.13M 0.03%
191,097
-13,730
252
$7.06M 0.03%
140,390
+2,224
253
$7.05M 0.03%
60,770
+57,454
254
$6.93M 0.03%
171,800
+3,184
255
$6.93M 0.03%
243,853
+3,325
256
$6.92M 0.03%
30,836
+16,660
257
$6.88M 0.03%
80,335
+4,864
258
$6.83M 0.03%
14,564
-58
259
$6.81M 0.03%
143,309
-215,415
260
$6.63M 0.03%
206,441
+196,214
261
$6.6M 0.03%
34,085
+2,353
262
$6.57M 0.03%
175,093
-161,143
263
$6.56M 0.03%
193,528
-2,716
264
$6.43M 0.03%
78,139
+1,030
265
$6.43M 0.03%
38,780
+1,358
266
$6.41M 0.03%
12,873
+1,178
267
$6.37M 0.03%
209,010
+26,730
268
$6.36M 0.03%
41,598
+39,910
269
$6.33M 0.03%
+582,538
270
$6.33M 0.03%
111,955
-22,073
271
$6.3M 0.03%
219,592
-92,867
272
$6.28M 0.03%
320,734
+8,901
273
$6.24M 0.03%
129,913
+88,851
274
$6.16M 0.03%
196,394
+81,252
275
$6.16M 0.03%
11,846
-99
9 10
11
12 13