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
526
$1.66M 0.01%
86,570
+7,609
527
$1.66M 0.01%
64,779
-11,602
528
$1.65M 0.01%
17,018
+358
529
$1.65M 0.01%
36,599
-108,538
530
$1.65M 0.01%
+15,722
531
$1.65M 0.01%
2,314
+201
532
$1.65M 0.01%
248,082
+1
533
$1.63M 0.01%
820
+182
534
$1.62M 0.01%
225,628
-13,425
535
$1.62M 0.01%
33,040
+3,548
536
$1.62M 0.01%
52,471
+13,657
537
$1.61M 0.01%
5,108
+566
538
$1.61M 0.01%
30,833
+3,569
539
$1.61M 0.01%
48,908
+272
540
$1.61M 0.01%
132,003
541
$1.61M 0.01%
33,545
+15,424
542
$1.6M 0.01%
4,349
-320
543
$1.6M 0.01%
6,638
-918,013
544
$1.6M 0.01%
20,530
-893
545
$1.59M 0.01%
19,454
+385
546
$1.59M 0.01%
11,056
+119
547
$1.58M 0.01%
15,732
+806
548
$1.58M 0.01%
23,094
-384
549
$1.58M 0.01%
159,463
-5,911
550
$1.57M 0.01%
33,930
+9,214
20 21
22
23 24