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
776
$800K ﹤0.01%
5,095
-59
777
$798K ﹤0.01%
113,310
778
$796K ﹤0.01%
+70,814
779
$795K ﹤0.01%
9,814
+6,862
780
$794K ﹤0.01%
33,618
+7,243
781
$792K ﹤0.01%
13,578
+98
782
$787K ﹤0.01%
47,079
+24,296
783
$785K ﹤0.01%
22,953
+1,265
784
$784K ﹤0.01%
30,994
785
$784K ﹤0.01%
40,621
-528
786
$784K ﹤0.01%
3,390
+153
787
$781K ﹤0.01%
14,615
+2,480
788
$778K ﹤0.01%
4,712
-160
789
$775K ﹤0.01%
11,862
+7,103
790
$768K ﹤0.01%
16,919
+3,958
791
$767K ﹤0.01%
5,247
+19
792
$765K ﹤0.01%
24,900
-11,150
793
$764K ﹤0.01%
28,104
-6,588
794
$764K ﹤0.01%
108,079
-2,845
795
$761K ﹤0.01%
8,400
796
$759K ﹤0.01%
16,408
-167
797
$756K ﹤0.01%
90,811
+1
798
$756K ﹤0.01%
61,710
+8,315
799
$753K ﹤0.01%
+25,219
800
$752K ﹤0.01%
7,212
+22
30 31
32
33 34