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
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
451
$2.39M 0.01%
67,458
+65
452
$2.38M 0.01%
7,648
+539
453
$2.38M 0.01%
37,322
+14,944
454
$2.37M 0.01%
10,211
-34,582
455
$2.33M 0.01%
62,765
+10,954
456
$2.33M 0.01%
23,098
-487
457
$2.32M 0.01%
+57,766
458
$2.29M 0.01%
2,425
+1,525
459
$2.27M 0.01%
94,981
+23,089
460
$2.25M 0.01%
29,575
-44
461
$2.24M 0.01%
28,380
+11,250
462
$2.24M 0.01%
+79,779
463
$2.22M 0.01%
42,670
+2,728
464
$2.19M 0.01%
31,412
+3,566
465
$2.18M 0.01%
15,832
+577
466
$2.17M 0.01%
107,832
467
$2.15M 0.01%
11,145
+642
468
$2.14M 0.01%
10,647
+191
469
$2.14M 0.01%
39,518
+2,126
470
$2.11M 0.01%
7,024
-1,491
471
$2.09M 0.01%
256
-752
472
$2.09M 0.01%
52,712
+646
473
$2.08M 0.01%
38,909
-1,761
474
$2.06M 0.01%
11,577
+4,697
475
$2.06M 0.01%
89,438
+57,420
17 18
19
20 21