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
301
$5.24M 0.02%
226,324
+34,717
302
$5.22M 0.02%
86,549
+11,749
303
$5.06M 0.02%
140,810
+79,380
304
$5.05M 0.02%
14,494
+597
305
$5.03M 0.02%
349,711
+1
306
$4.95M 0.02%
91,704
-5,565
307
$4.95M 0.02%
201,194
+166,891
308
$4.88M 0.02%
110,911
+3,256
309
$4.87M 0.02%
55,395
+23,328
310
$4.85M 0.02%
21,699
-27,406
311
$4.85M 0.02%
91,388
+82,430
312
$4.82M 0.02%
100,006
-7,113
313
$4.79M 0.02%
174,683
-9,979
314
$4.74M 0.02%
63,742
+28,110
315
$4.73M 0.02%
28,972
+1,232
316
$4.72M 0.02%
413,884
317
$4.69M 0.02%
91,778
+38,161
318
$4.63M 0.02%
+140,108
319
$4.56M 0.02%
50,156
-61,664
320
$4.56M 0.02%
37,569
+1,608
321
$4.55M 0.02%
23,303
-19,070
322
$4.54M 0.02%
75,117
-170,641
323
$4.54M 0.02%
15,374
+10,775
324
$4.51M 0.02%
93,242
-5,730
325
$4.51M 0.02%
34,171
-7,185
11 12
13
14 15