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
751
$868K ﹤0.01%
7,886
+40
752
$867K ﹤0.01%
35,354
753
$866K ﹤0.01%
33,031
-1,103
754
$863K ﹤0.01%
+25,282
755
$856K ﹤0.01%
16,386
+681
756
$855K ﹤0.01%
3,379
+27
757
$851K ﹤0.01%
4,526
+222
758
$849K ﹤0.01%
1,472
+12
759
$848K ﹤0.01%
7,570
-64
760
$847K ﹤0.01%
+14,951
761
$845K ﹤0.01%
32,077
+1,454
762
$844K ﹤0.01%
10,801
+967
763
$836K ﹤0.01%
+6,697
764
$836K ﹤0.01%
50,935
+6,684
765
$836K ﹤0.01%
41,390
+1,975
766
$834K ﹤0.01%
8,025
+5,648
767
$832K ﹤0.01%
61,676
-20,617
768
$827K ﹤0.01%
9,791
+378
769
$824K ﹤0.01%
11,905
-272
770
$822K ﹤0.01%
29,338
+8,408
771
$815K ﹤0.01%
21,581
-10,243
772
$814K ﹤0.01%
14,348
-1,546
773
$811K ﹤0.01%
43,702
+762
774
$805K ﹤0.01%
7,629
-1,510
775
$803K ﹤0.01%
16,367
+2,702
29 30
31
32 33