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
26
$107M 0.49%
462,009
+37,107
27
$105M 0.48%
5,222,754
+35,712
28
$100M 0.46%
1,708,690
+33,595
29
$97.3M 0.44%
240,823
-26,438
30
$89.2M 0.41%
266,950
+233,222
31
$87M 0.4%
191,994
+16,597
32
$82.1M 0.37%
204,402
+53,136
33
$80.8M 0.37%
337,188
+64,083
34
$80.2M 0.36%
906,836
+769,840
35
$76.1M 0.35%
+1,244,477
36
$75.9M 0.35%
1,507,440
+1,499,221
37
$75.6M 0.34%
+956,054
38
$74.8M 0.34%
147,860
+26,487
39
$68.9M 0.31%
2,472,229
+2,301,993
40
$67.9M 0.31%
3,704,806
+2,937,232
41
$61.6M 0.28%
346,643
+12,627
42
$61M 0.28%
684,640
+51,410
43
$60.5M 0.28%
1,210,845
+411,032
44
$58.9M 0.27%
151,311
+10,036
45
$57.4M 0.26%
592,101
-51,682
46
$57.1M 0.26%
235,733
+190,825
47
$57M 0.26%
1,153,894
+42,679
48
$56.1M 0.26%
97,908
+22,537
49
$55.9M 0.25%
333,396
+168,905
50
$49.7M 0.23%
287,967
+16,558
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