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
326
$4.47M 0.02%
42,305
+20,940
327
$4.45M 0.02%
+204,772
328
$4.43M 0.02%
139,063
329
$4.42M 0.02%
20,593
-2,751
330
$4.42M 0.02%
73,553
+11,824
331
$4.41M 0.02%
6,267
-323
332
$4.37M 0.02%
16,218
+209
333
$4.34M 0.02%
341,512
+121,198
334
$4.33M 0.02%
215,987
-10,030
335
$4.33M 0.02%
18,425
+295
336
$4.32M 0.02%
41,792
+2,394
337
$4.26M 0.02%
32,237
-3,786
338
$4.26M 0.02%
75,317
-8,007
339
$4.24M 0.02%
84,635
+35,863
340
$4.21M 0.02%
45,491
+19
341
$4.19M 0.02%
400,576
342
$4.13M 0.02%
178,178
+37,288
343
$4.09M 0.02%
27,649
-54,387
344
$4.09M 0.02%
6
+2
345
$4.07M 0.02%
25,322
-1,805
346
$4.06M 0.02%
20,125
+3,184
347
$4.05M 0.02%
45,364
-2,450
348
$4.05M 0.02%
354,403
+34,138
349
$4.04M 0.02%
57,467
+8,601
350
$4.03M 0.02%
151,398
+83,485
12 13
14
15 16