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
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
926
$493K ﹤0.01%
4,614
+68
927
$491K ﹤0.01%
18,762
+7,286
928
$486K ﹤0.01%
20,612
+8,300
929
$486K ﹤0.01%
3,142
+1,496
930
$485K ﹤0.01%
50,891
+10,017
931
$485K ﹤0.01%
16,103
+2,861
932
$483K ﹤0.01%
935
-63
933
$480K ﹤0.01%
89,178
-40,521
934
$479K ﹤0.01%
4,690
+120
935
$478K ﹤0.01%
+2,817
936
$474K ﹤0.01%
4,041
-258
937
$472K ﹤0.01%
5,825
-4,450
938
$469K ﹤0.01%
+31,020
939
$465K ﹤0.01%
22,012
-5,433
940
$465K ﹤0.01%
8,037
-254
941
$465K ﹤0.01%
+8,877
942
$463K ﹤0.01%
25,899
+4,996
943
$457K ﹤0.01%
8,142
+17
944
$457K ﹤0.01%
7,198
+2,217
945
$456K ﹤0.01%
16,436
-3,539
946
$455K ﹤0.01%
18,168
947
$454K ﹤0.01%
8,624
+50
948
$453K ﹤0.01%
3,392
+521
949
$453K ﹤0.01%
4,690
-611
950
$453K ﹤0.01%
+44,387
36 37
38
39 40