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
1101
$303K ﹤0.01%
8,367
+2,097
1102
$303K ﹤0.01%
21,532
+132
1103
$301K ﹤0.01%
9,014
-1,244
1104
$300K ﹤0.01%
+7,932
1105
$300K ﹤0.01%
+2,993
1106
$300K ﹤0.01%
17,893
+3,585
1107
$299K ﹤0.01%
15,058
+3,870
1108
$298K ﹤0.01%
1,417
-602
1109
$298K ﹤0.01%
12,806
+41
1110
$298K ﹤0.01%
1,956
+630
1111
$297K ﹤0.01%
11,397
+3,101
1112
$296K ﹤0.01%
+13,944
1113
$296K ﹤0.01%
5,448
-173
1114
$295K ﹤0.01%
6,051
-2,366
1115
$294K ﹤0.01%
1,899
1116
$293K ﹤0.01%
3,031
+1,036
1117
$293K ﹤0.01%
23,551
-1,468
1118
$292K ﹤0.01%
2,944
+9
1119
$291K ﹤0.01%
8,518
+1,508
1120
$288K ﹤0.01%
+6,909
1121
$286K ﹤0.01%
5,568
-100
1122
$285K ﹤0.01%
4,532
-589
1123
$284K ﹤0.01%
+2,414
1124
$281K ﹤0.01%
1,208
+17
1125
$281K ﹤0.01%
32,277
-6,769
43 44
45
46 47