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
701
$1.03M ﹤0.01%
+49,200
702
$1.02M ﹤0.01%
41,057
+1,374
703
$1.02M ﹤0.01%
20,694
-366
704
$1.02M ﹤0.01%
36,398
-338
705
$1.02M ﹤0.01%
12,471
+733
706
$1.01M ﹤0.01%
7,188
+149
707
$1M ﹤0.01%
+35,435
708
$1M ﹤0.01%
101,612
-2,715
709
$1M ﹤0.01%
7,968
+3,496
710
$993K ﹤0.01%
17,307
+5,528
711
$988K ﹤0.01%
6,354
-1,007
712
$986K ﹤0.01%
13,004
+608
713
$985K ﹤0.01%
25,715
+929
714
$981K ﹤0.01%
5,438
+157
715
$981K ﹤0.01%
3,616
-511
716
$978K ﹤0.01%
11,598
-27
717
$977K ﹤0.01%
18,350
718
$970K ﹤0.01%
29,647
+1,136
719
$964K ﹤0.01%
+10,758
720
$964K ﹤0.01%
53,628
-1,400
721
$958K ﹤0.01%
16,947
-8,858
722
$955K ﹤0.01%
753
-130
723
$953K ﹤0.01%
4,443
+1,734
724
$947K ﹤0.01%
46,875
+2,628
725
$943K ﹤0.01%
90,148
+148
27 28
29
30 31