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
901
$546K ﹤0.01%
5,527
+898
902
$546K ﹤0.01%
+11,041
903
$546K ﹤0.01%
21,278
904
$545K ﹤0.01%
6,455
-87
905
$543K ﹤0.01%
3,602
+20
906
$543K ﹤0.01%
+17,520
907
$538K ﹤0.01%
25,428
+38
908
$536K ﹤0.01%
7,752
909
$536K ﹤0.01%
1,296
-153
910
$535K ﹤0.01%
18,743
+385
911
$535K ﹤0.01%
34,541
-195
912
$532K ﹤0.01%
11,354
-4,152
913
$532K ﹤0.01%
7,099
+2,856
914
$530K ﹤0.01%
22,291
+558
915
$523K ﹤0.01%
4,291
+19
916
$516K ﹤0.01%
25,636
+13,148
917
$516K ﹤0.01%
7,814
-6,990
918
$515K ﹤0.01%
146,367
919
$515K ﹤0.01%
24,658
+2,650
920
$513K ﹤0.01%
45,557
+1,199
921
$513K ﹤0.01%
10,805
+215
922
$511K ﹤0.01%
+7,910
923
$506K ﹤0.01%
10,000
924
$505K ﹤0.01%
11,779
+2,112
925
$496K ﹤0.01%
2,891
-458
35 36
37
38 39