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
476
$2.03M 0.01%
40,200
-299
477
$2.01M 0.01%
73,564
+28,021
478
$2.01M 0.01%
17,550
-46,608
479
$1.99M 0.01%
4,093
+868
480
$1.98M 0.01%
+100,568
481
$1.97M 0.01%
56,939
-762
482
$1.97M 0.01%
889,570
-1,465
483
$1.96M 0.01%
14,844
+1,484
484
$1.94M 0.01%
154,416
+81,479
485
$1.94M 0.01%
5,639
+1,766
486
$1.92M 0.01%
33,019
-2,991
487
$1.9M 0.01%
124,558
+4,615
488
$1.9M 0.01%
8,109
+1,249
489
$1.9M 0.01%
233,467
-11,160
490
$1.89M 0.01%
7,440
-1,046
491
$1.89M 0.01%
35,978
+10,712
492
$1.87M 0.01%
8,258
+2,726
493
$1.86M 0.01%
20,295
-992
494
$1.86M 0.01%
14,012
+5,986
495
$1.86M 0.01%
8,887
+995
496
$1.83M 0.01%
15,585
+347
497
$1.83M 0.01%
15,435
+8,245
498
$1.82M 0.01%
12,616
+293
499
$1.82M 0.01%
16,391
+5,807
500
$1.8M 0.01%
5,977
-637
18 19
20
21 22