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
826
$706K ﹤0.01%
2,844
+1,114
827
$704K ﹤0.01%
94,344
-12,345
828
$700K ﹤0.01%
36,439
+2,055
829
$700K ﹤0.01%
56,848
830
$694K ﹤0.01%
1,157
+211
831
$690K ﹤0.01%
9,517
+580
832
$687K ﹤0.01%
29,907
-956
833
$686K ﹤0.01%
8,231
-2,000
834
$678K ﹤0.01%
21,200
835
$676K ﹤0.01%
75,815
+100
836
$670K ﹤0.01%
36,117
+779
837
$670K ﹤0.01%
41,438
-793
838
$669K ﹤0.01%
28,752
+6,559
839
$668K ﹤0.01%
1,748
+32
840
$664K ﹤0.01%
5,094
-448
841
$664K ﹤0.01%
10,721
-1,460
842
$662K ﹤0.01%
45,805
843
$660K ﹤0.01%
20,247
-2,000
844
$660K ﹤0.01%
52,140
845
$658K ﹤0.01%
15,027
+1,418
846
$657K ﹤0.01%
1,107
+185
847
$654K ﹤0.01%
14,024
-706
848
$652K ﹤0.01%
5,065
-100
849
$649K ﹤0.01%
53,789
850
$643K ﹤0.01%
1,734
+38
32 33
34
35 36