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
1251
$204K ﹤0.01%
3,920
-77
1252
$204K ﹤0.01%
+6,690
1253
$203K ﹤0.01%
2,689
-126
1254
$202K ﹤0.01%
23,812
1255
$202K ﹤0.01%
19,030
1256
$202K ﹤0.01%
9,244
-5,208
1257
$202K ﹤0.01%
1,673
-134
1258
$201K ﹤0.01%
+2,126
1259
$201K ﹤0.01%
+1,947
1260
$201K ﹤0.01%
29,434
-15,000
1261
$200K ﹤0.01%
2,098
-425
1262
$200K ﹤0.01%
6,093
+301
1263
$198K ﹤0.01%
21,240
-200,891
1264
$197K ﹤0.01%
10,795
1265
$196K ﹤0.01%
19,975
1266
$194K ﹤0.01%
19,837
1267
$180K ﹤0.01%
185,000
1268
$180K ﹤0.01%
+14,126
1269
$174K ﹤0.01%
17,852
+5,319
1270
$171K ﹤0.01%
13,467
1271
$171K ﹤0.01%
18,305
-1,401
1272
$169K ﹤0.01%
20,000
1273
$167K ﹤0.01%
36,699
+3,234
1274
$162K ﹤0.01%
+18,294
1275
$159K ﹤0.01%
14,192
49 50
51
52 53