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
276
$6M 0.03%
14,341
+313
277
$5.98M 0.03%
29,119
-35,442
278
$5.97M 0.03%
261,867
-21,989
279
$5.92M 0.03%
17,976
+3,896
280
$5.89M 0.03%
63,754
+4,680
281
$5.88M 0.03%
77,776
+884
282
$5.82M 0.03%
115,073
-21,339
283
$5.75M 0.03%
+180,853
284
$5.74M 0.03%
41,180
+936
285
$5.66M 0.03%
+111,652
286
$5.66M 0.03%
180,028
-51,558
287
$5.62M 0.03%
23,466
+13,368
288
$5.62M 0.03%
171,768
+71,951
289
$5.61M 0.03%
60,459
-2,703
290
$5.59M 0.03%
134,524
+58,311
291
$5.58M 0.03%
10,489
-14,054
292
$5.58M 0.03%
24,604
-975
293
$5.54M 0.03%
132,441
+32
294
$5.52M 0.03%
12,937
-1,291
295
$5.51M 0.03%
111,234
-1,866
296
$5.5M 0.03%
103,686
+95,101
297
$5.46M 0.02%
71,859
-133,095
298
$5.43M 0.02%
144,989
+3,023
299
$5.34M 0.02%
7,705
+1,980
300
$5.33M 0.02%
46,741
+1,507
10 11
12
13 14