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
1051
$348K ﹤0.01%
8,166
+2,162
1052
$347K ﹤0.01%
6,345
+1,173
1053
$347K ﹤0.01%
2,382
-1,377
1054
$345K ﹤0.01%
3,714
-266
1055
$344K ﹤0.01%
4,004
+4
1056
$344K ﹤0.01%
10,817
1057
$343K ﹤0.01%
2,258
+22
1058
$342K ﹤0.01%
198
1059
$342K ﹤0.01%
10,500
+1,855
1060
$340K ﹤0.01%
1,929
+59
1061
$340K ﹤0.01%
807
+207
1062
$339K ﹤0.01%
7,038
-26
1063
$339K ﹤0.01%
6,389
+1,662
1064
$339K ﹤0.01%
3,149
-9,879
1065
$339K ﹤0.01%
9,928
+3,164
1066
$336K ﹤0.01%
5,874
-490
1067
$335K ﹤0.01%
4,472
+298
1068
$335K ﹤0.01%
5,846
-228
1069
$335K ﹤0.01%
76,929
+1,479
1070
$335K ﹤0.01%
2,671
+1,009
1071
$335K ﹤0.01%
9,332
-2
1072
$332K ﹤0.01%
3,468
-116
1073
$332K ﹤0.01%
24,940
-21,630
1074
$332K ﹤0.01%
3,881
-360
1075
$331K ﹤0.01%
13,200
41 42
43
44 45