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
351
$4M 0.02%
28,581
-764
352
$4M 0.02%
6,282
+241
353
$3.97M 0.02%
106,022
+1,721
354
$3.95M 0.02%
13,604
+1,119
355
$3.9M 0.02%
37,242
+4,841
356
$3.9M 0.02%
45,982
+1,603
357
$3.84M 0.02%
152,923
+136,951
358
$3.8M 0.02%
35,958
-4,532
359
$3.78M 0.02%
136,305
+10,368
360
$3.77M 0.02%
28,712
+651
361
$3.77M 0.02%
145,810
+20,060
362
$3.75M 0.02%
147,235
+89,745
363
$3.74M 0.02%
52,984
-107,429
364
$3.73M 0.02%
118,240
-133,441
365
$3.71M 0.02%
30,269
-34,026
366
$3.64M 0.02%
46,744
+100
367
$3.62M 0.02%
44,397
+16,583
368
$3.6M 0.02%
44,631
+79
369
$3.57M 0.02%
142,076
+91,743
370
$3.57M 0.02%
33,136
+2,223
371
$3.54M 0.02%
17,927
-39,223
372
$3.47M 0.02%
26,325
+46
373
$3.46M 0.02%
12,239
-562
374
$3.46M 0.02%
37,799
+1,053
375
$3.44M 0.02%
+135,239
13 14
15
16 17