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
1276
$150K ﹤0.01%
19,985
-984
1277
$144K ﹤0.01%
23,409
1278
$143K ﹤0.01%
10,000
1279
$138K ﹤0.01%
+10,969
1280
$138K ﹤0.01%
18,855
+327
1281
$131K ﹤0.01%
26,798
+2,249
1282
$130K ﹤0.01%
12,100
1283
$128K ﹤0.01%
29,408
-6,185
1284
$115K ﹤0.01%
140,016
+40,000
1285
$112K ﹤0.01%
12,247
+953
1286
$110K ﹤0.01%
+13,362
1287
$110K ﹤0.01%
+11,290
1288
$106K ﹤0.01%
+10,125
1289
$104K ﹤0.01%
19,135
1290
$103K ﹤0.01%
25,555
1291
$97.2K ﹤0.01%
35,746
+5,970
1292
$96.9K ﹤0.01%
14,545
1293
$93K ﹤0.01%
29,345
-3,833
1294
$90.4K ﹤0.01%
25,540
+28
1295
$88.9K ﹤0.01%
17,100
1296
$87.5K ﹤0.01%
15,107
+1,144
1297
$70.3K ﹤0.01%
14,024
-21,000
1298
$66.7K ﹤0.01%
10,100
1299
$63.7K ﹤0.01%
+6,238
1300
$62.8K ﹤0.01%
37,130
+15,039
50 51
52
53 54