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
651
$1.17M 0.01%
87,150
-1,850
652
$1.16M 0.01%
7,790
+3,005
653
$1.16M 0.01%
6,523
+1,410
654
$1.16M 0.01%
69,868
-43,406
655
$1.16M 0.01%
37,732
+25,123
656
$1.15M 0.01%
39,122
+7,787
657
$1.14M 0.01%
20,040
+1,404
658
$1.14M 0.01%
10,665
-3,228
659
$1.14M 0.01%
+50,176
660
$1.13M 0.01%
+5,677
661
$1.13M 0.01%
15,644
+2,612
662
$1.13M 0.01%
52,765
663
$1.13M 0.01%
16,640
+26
664
$1.13M 0.01%
6,665
+4,661
665
$1.13M 0.01%
29,182
+5,601
666
$1.12M 0.01%
15,055
-392
667
$1.12M 0.01%
18,282
+6,871
668
$1.12M 0.01%
6,929
-20
669
$1.12M 0.01%
+15,436
670
$1.11M 0.01%
7,780
+305
671
$1.11M 0.01%
4,366
+1,601
672
$1.11M 0.01%
118,397
673
$1.11M 0.01%
11,963
-426
674
$1.1M 0.01%
25,190
-647
675
$1.1M 0.01%
30,380
-2,960
25 26
27
28 29