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
1076
$330K ﹤0.01%
25,371
+191
1077
$329K ﹤0.01%
23,908
+3,138
1078
$328K ﹤0.01%
2,512
+198
1079
$327K ﹤0.01%
2,993
-602
1080
$325K ﹤0.01%
5,000
+304
1081
$324K ﹤0.01%
7,611
+2,154
1082
$323K ﹤0.01%
14,030
+2,214
1083
$323K ﹤0.01%
2,287
+4
1084
$323K ﹤0.01%
20,732
1085
$317K ﹤0.01%
10,042
+42
1086
$316K ﹤0.01%
23,753
1087
$316K ﹤0.01%
+7,744
1088
$316K ﹤0.01%
11,467
+2,051
1089
$314K ﹤0.01%
1,176
-152
1090
$314K ﹤0.01%
4,800
+1,090
1091
$313K ﹤0.01%
9,184
1092
$312K ﹤0.01%
2,953
+730
1093
$312K ﹤0.01%
3,247
+711
1094
$309K ﹤0.01%
3,646
+1,364
1095
$309K ﹤0.01%
3,364
+419
1096
$308K ﹤0.01%
3,856
+442
1097
$307K ﹤0.01%
2,367
+445
1098
$306K ﹤0.01%
3,600
+199
1099
$304K ﹤0.01%
4,616
-486
1100
$304K ﹤0.01%
1,782
+138
42 43
44
45 46