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
851
$641K ﹤0.01%
10,950
+1,176
852
$639K ﹤0.01%
1,884
+846
853
$639K ﹤0.01%
8,341
-1,778
854
$639K ﹤0.01%
14,600
-377
855
$637K ﹤0.01%
10,484
+1,654
856
$636K ﹤0.01%
6,429
+1
857
$635K ﹤0.01%
86,057
-1,436
858
$631K ﹤0.01%
16,823
859
$631K ﹤0.01%
74,900
860
$624K ﹤0.01%
16,105
+7,923
861
$619K ﹤0.01%
9,796
-101
862
$618K ﹤0.01%
13,300
+1,930
863
$615K ﹤0.01%
53,348
+1,490
864
$613K ﹤0.01%
11,682
+674
865
$611K ﹤0.01%
+2,115
866
$608K ﹤0.01%
5,503
+4
867
$607K ﹤0.01%
+8,800
868
$602K ﹤0.01%
17,823
-2,194
869
$597K ﹤0.01%
16,412
-5,157
870
$595K ﹤0.01%
10,695
+336
871
$594K ﹤0.01%
25,210
+6,300
872
$594K ﹤0.01%
19,798
-572
873
$594K ﹤0.01%
12,808
+3,994
874
$592K ﹤0.01%
17,977
+3,728
875
$591K ﹤0.01%
20,818
-94,063
33 34
35
36 37