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
501
$1.79M 0.01%
38,631
+18,604
502
$1.79M 0.01%
35,280
+4,026
503
$1.79M 0.01%
13,537
+7,188
504
$1.78M 0.01%
176,289
-9,690
505
$1.78M 0.01%
20,473
+5,708
506
$1.77M 0.01%
17,634
-1,922
507
$1.77M 0.01%
46,460
-5,661
508
$1.76M 0.01%
246,312
509
$1.76M 0.01%
54,573
+1,027
510
$1.75M 0.01%
26,653
-1,495
511
$1.74M 0.01%
38,738
-32,715
512
$1.74M 0.01%
18,862
-1,770
513
$1.74M 0.01%
18,837
+4,095
514
$1.73M 0.01%
76,346
+34,734
515
$1.73M 0.01%
27,560
+4,874
516
$1.73M 0.01%
42,612
-333
517
$1.72M 0.01%
5,976
+1,351
518
$1.72M 0.01%
14,418
+1
519
$1.71M 0.01%
15,841
+1
520
$1.71M 0.01%
18,145
+670
521
$1.7M 0.01%
5,982
-30
522
$1.69M 0.01%
7,502
+2,312
523
$1.68M 0.01%
22,672
-5,095
524
$1.68M 0.01%
24,920
+1,230
525
$1.67M 0.01%
26,772
-3,920
19 20
21
22 23