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
551
$1.57M 0.01%
16,178
+1,081
552
$1.57M 0.01%
16,659
-10,032
553
$1.56M 0.01%
920
-19
554
$1.56M 0.01%
32,980
-37,355
555
$1.55M 0.01%
52,289
+27,959
556
$1.55M 0.01%
20,276
-224
557
$1.54M 0.01%
19,379
+668
558
$1.54M 0.01%
16,496
-326
559
$1.53M 0.01%
13,248
+4,388
560
$1.53M 0.01%
17,595
+553
561
$1.53M 0.01%
71,024
+691
562
$1.53M 0.01%
19,550
-805
563
$1.51M 0.01%
87,775
-972
564
$1.5M 0.01%
10,783
-161
565
$1.5M 0.01%
+64,181
566
$1.5M 0.01%
16,879
-1,220
567
$1.49M 0.01%
271,631
+47,367
568
$1.48M 0.01%
4,583
-1,163
569
$1.48M 0.01%
8,812
-1,054
570
$1.47M 0.01%
36,319
-7,561
571
$1.47M 0.01%
19,113
+8,585
572
$1.46M 0.01%
59,361
+29,493
573
$1.45M 0.01%
19,642
-462,216
574
$1.45M 0.01%
110,887
+22,992
575
$1.45M 0.01%
26,909
+5,613
21 22
23
24 25