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
726
$942K ﹤0.01%
13,326
+815
727
$942K ﹤0.01%
14,851
+8,882
728
$942K ﹤0.01%
4,632
+2,681
729
$936K ﹤0.01%
22,366
+9,806
730
$929K ﹤0.01%
7,459
+597
731
$923K ﹤0.01%
4,918
+69
732
$922K ﹤0.01%
9,985
+338
733
$920K ﹤0.01%
6,437
+504
734
$918K ﹤0.01%
3,279
+1,872
735
$914K ﹤0.01%
3,156
+903
736
$909K ﹤0.01%
60,809
+1,196
737
$904K ﹤0.01%
3,951
+503
738
$903K ﹤0.01%
2,757
-38
739
$901K ﹤0.01%
9,083
740
$897K ﹤0.01%
32,822
+20,780
741
$896K ﹤0.01%
4,261
-122
742
$893K ﹤0.01%
30,210
+20,195
743
$889K ﹤0.01%
7,664
+1,041
744
$883K ﹤0.01%
4,494
+388
745
$880K ﹤0.01%
27,408
-323
746
$878K ﹤0.01%
17,697
+1,041
747
$875K ﹤0.01%
2,592
+153
748
$874K ﹤0.01%
4,045
749
$872K ﹤0.01%
54,218
+11,374
750
$871K ﹤0.01%
1,840
+28
28 29
30
31 32