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
976
$421K ﹤0.01%
5,518
-7,964
977
$420K ﹤0.01%
7,659
+2,042
978
$419K ﹤0.01%
10,955
-4,058
979
$418K ﹤0.01%
10,185
+2,468
980
$417K ﹤0.01%
19,553
-4,788
981
$417K ﹤0.01%
13,949
+127
982
$415K ﹤0.01%
4,881
+545
983
$413K ﹤0.01%
5,204
+1,247
984
$410K ﹤0.01%
9,447
985
$409K ﹤0.01%
3,629
-1,653
986
$406K ﹤0.01%
2,718
+862
987
$403K ﹤0.01%
4,284
988
$401K ﹤0.01%
8,154
989
$400K ﹤0.01%
5,165
-433
990
$397K ﹤0.01%
4,677
-190
991
$395K ﹤0.01%
3,247
+18
992
$393K ﹤0.01%
15,720
+7,121
993
$392K ﹤0.01%
14,702
-3,045
994
$391K ﹤0.01%
+16,699
995
$390K ﹤0.01%
56,161
996
$389K ﹤0.01%
10,045
+45
997
$389K ﹤0.01%
1,851
+17
998
$388K ﹤0.01%
5,311
+1
999
$388K ﹤0.01%
317
-5
1000
$387K ﹤0.01%
9,716
+101
38 39
40
41 42