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
1126
$280K ﹤0.01%
10,524
1127
$280K ﹤0.01%
+2,778
1128
$279K ﹤0.01%
2,264
+431
1129
$279K ﹤0.01%
3,660
+1,030
1130
$279K ﹤0.01%
+12,667
1131
$279K ﹤0.01%
3,535
+869
1132
$279K ﹤0.01%
+17,089
1133
$277K ﹤0.01%
23,636
+173
1134
$277K ﹤0.01%
+7,212
1135
$277K ﹤0.01%
7,526
+1,845
1136
$276K ﹤0.01%
+7,554
1137
$276K ﹤0.01%
10,886
-1,646
1138
$276K ﹤0.01%
2,753
-4,173
1139
$275K ﹤0.01%
13,093
-133
1140
$275K ﹤0.01%
3,131
+1,142
1141
$275K ﹤0.01%
1,335
-20
1142
$274K ﹤0.01%
13,975
1143
$274K ﹤0.01%
15,054
1144
$274K ﹤0.01%
3,517
-7,596
1145
$274K ﹤0.01%
2,154
-1,484
1146
$274K ﹤0.01%
+5,564
1147
$273K ﹤0.01%
113,463
1148
$273K ﹤0.01%
3,579
+538
1149
$272K ﹤0.01%
626
+30
1150
$272K ﹤0.01%
13,924
44 45
46
47 48