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
876
$590K ﹤0.01%
14,564
-523
877
$589K ﹤0.01%
+49,522
878
$586K ﹤0.01%
+5,798
879
$582K ﹤0.01%
45,000
880
$582K ﹤0.01%
18,530
+98
881
$580K ﹤0.01%
5,297
+618
882
$580K ﹤0.01%
5,275
+82
883
$579K ﹤0.01%
+25,482
884
$579K ﹤0.01%
6,818
+4,352
885
$578K ﹤0.01%
+550,896
886
$578K ﹤0.01%
6,870
+3,522
887
$572K ﹤0.01%
4,540
+10
888
$570K ﹤0.01%
3,080
-73
889
$569K ﹤0.01%
10,955
+1,973
890
$569K ﹤0.01%
3,667
+512
891
$568K ﹤0.01%
13,000
+1,000
892
$568K ﹤0.01%
1,739
+219
893
$564K ﹤0.01%
1,191
+84
894
$558K ﹤0.01%
9,538
+306
895
$557K ﹤0.01%
1,150
-25
896
$555K ﹤0.01%
+934,319
897
$555K ﹤0.01%
+3,356
898
$555K ﹤0.01%
+23,389
899
$555K ﹤0.01%
2,502
+112
900
$547K ﹤0.01%
11,081
+1,456
34 35
36
37 38