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
1026
$366K ﹤0.01%
9,821
+1,481
1027
$365K ﹤0.01%
8,648
+2,164
1028
$364K ﹤0.01%
8,905
1029
$364K ﹤0.01%
+27,487
1030
$364K ﹤0.01%
19,565
+3,932
1031
$363K ﹤0.01%
2,742
+655
1032
$363K ﹤0.01%
+6,458
1033
$359K ﹤0.01%
170
-1
1034
$359K ﹤0.01%
5,381
+1,236
1035
$359K ﹤0.01%
6,370
1036
$358K ﹤0.01%
5,040
+1,950
1037
$358K ﹤0.01%
1,675
-19
1038
$358K ﹤0.01%
+5,949
1039
$356K ﹤0.01%
10,058
+2,572
1040
$356K ﹤0.01%
8,052
+1,648
1041
$355K ﹤0.01%
5,230
1042
$355K ﹤0.01%
29,035
+10,452
1043
$354K ﹤0.01%
3,211
-136
1044
$353K ﹤0.01%
4,046
-169
1045
$353K ﹤0.01%
22,496
+3,049
1046
$352K ﹤0.01%
1,039
-3
1047
$351K ﹤0.01%
11,967
+935
1048
$350K ﹤0.01%
784
+197
1049
$350K ﹤0.01%
3,617
+906
1050
$349K ﹤0.01%
34,000
+500
40 41
42
43 44