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
101
$25.3M 0.12%
405,381
+251,613
102
$25M 0.11%
258,606
-8,384
103
$25M 0.11%
275,310
-250,596
104
$24.8M 0.11%
198,292
-176,035
105
$24.6M 0.11%
300,611
+33,548
106
$24.6M 0.11%
+479,948
107
$24.1M 0.11%
109,033
+31,874
108
$23.3M 0.11%
193,186
+18,295
109
$23.1M 0.11%
108,711
+1,537
110
$23M 0.1%
21,717
-599
111
$22.9M 0.1%
65,119
+11,501
112
$22.5M 0.1%
511,070
+218,438
113
$22.4M 0.1%
39,173
+10,015
114
$22.3M 0.1%
134,057
+16,840
115
$22M 0.1%
+375,521
116
$21.6M 0.1%
116,898
+7,313
117
$21.2M 0.1%
63,753
+9,448
118
$21.1M 0.1%
179,414
-10,725
119
$20.8M 0.09%
94,548
+16,479
120
$20.7M 0.09%
349,360
+34,129
121
$20.7M 0.09%
+254,358
122
$20.6M 0.09%
162,860
+119,624
123
$20.6M 0.09%
271,749
+11,383
124
$20.4M 0.09%
140,968
+24,073
125
$20.2M 0.09%
118,391
+6,874
3 4
5
6 7