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
76
$34M 0.15%
703,602
+6,798
77
$33.9M 0.15%
374,043
-3,731
78
$33.7M 0.15%
59,081
+4,489
79
$33.1M 0.15%
287,578
+150,665
80
$32.6M 0.15%
1,207,751
+47,682
81
$31.1M 0.14%
623,516
+264,995
82
$30.9M 0.14%
162,640
-3,988
83
$30.7M 0.14%
415,294
+29,028
84
$30.1M 0.14%
71,669
+69,558
85
$29.2M 0.13%
1,171,675
+406,365
86
$29M 0.13%
280,789
+266,798
87
$28.2M 0.13%
121,361
+356
88
$28.2M 0.13%
106,695
+37,545
89
$28.1M 0.13%
220,621
+25,193
90
$27.9M 0.13%
206,689
-151,349
91
$27.7M 0.13%
53,145
-15,650
92
$27.6M 0.13%
364,491
-57,855
93
$27.4M 0.12%
208,138
+2,256
94
$27.1M 0.12%
66,131
+50,615
95
$26.8M 0.12%
549,125
+21,496
96
$26.5M 0.12%
1,349,822
+299,503
97
$26.3M 0.12%
142,183
+91,602
98
$26M 0.12%
159,863
+40,039
99
$25.6M 0.12%
286,197
+33,163
100
$25.4M 0.12%
526,287
+23,104
2 3
4
5 6