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
1151
$272K ﹤0.01%
13,044
+4,034
1152
$272K ﹤0.01%
+2,467
1153
$271K ﹤0.01%
3,011
+35
1154
$269K ﹤0.01%
+10,470
1155
$269K ﹤0.01%
+40,186
1156
$269K ﹤0.01%
2,675
-551
1157
$269K ﹤0.01%
18,570
+1,480
1158
$269K ﹤0.01%
998
+47
1159
$268K ﹤0.01%
1,361
+266
1160
$268K ﹤0.01%
7,187
-9,333
1161
$267K ﹤0.01%
12,521
1162
$265K ﹤0.01%
+5,007
1163
$264K ﹤0.01%
3,419
+281
1164
$264K ﹤0.01%
8,360
+1,960
1165
$264K ﹤0.01%
1,154
-2
1166
$264K ﹤0.01%
5,911
1167
$262K ﹤0.01%
8,216
+341
1168
$262K ﹤0.01%
7,037
+1,417
1169
$261K ﹤0.01%
1,242
+3
1170
$261K ﹤0.01%
1,802
-88
1171
$260K ﹤0.01%
+4,143
1172
$260K ﹤0.01%
+2,818
1173
$259K ﹤0.01%
3,842
-1,070
1174
$259K ﹤0.01%
6,833
+33
1175
$255K ﹤0.01%
1,161
+234
45 46
47
48 49