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
601
$1.33M 0.01%
23,457
+14,898
602
$1.32M 0.01%
56,642
603
$1.32M 0.01%
22,355
+3,925
604
$1.31M 0.01%
27,807
+1,423
605
$1.31M 0.01%
23,777
+1,519
606
$1.3M 0.01%
7,971
+3,063
607
$1.3M 0.01%
72,759
-7,907
608
$1.3M 0.01%
25,804
+3,883
609
$1.29M 0.01%
60,775
+1,526
610
$1.29M 0.01%
122,057
-44,263
611
$1.29M 0.01%
4,298
+39
612
$1.29M 0.01%
6,337
-616
613
$1.28M 0.01%
2,761
+314
614
$1.28M 0.01%
7,815
-125
615
$1.27M 0.01%
2,652
-319
616
$1.27M 0.01%
114,642
+60,926
617
$1.27M 0.01%
17,529
+2,205
618
$1.27M 0.01%
10,636
-1,027
619
$1.27M 0.01%
22,104
-137,661
620
$1.27M 0.01%
6,401
+269
621
$1.26M 0.01%
122,263
-9,390
622
$1.26M 0.01%
30,183
-14,222
623
$1.26M 0.01%
25,290
-893
624
$1.26M 0.01%
41,439
-5,314
625
$1.26M 0.01%
4,185
+49
23 24
25
26 27